EF
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Empowered Funds’s UFP Industries UFPI Stock Holding History

Empowered Funds’s Portfolio UFPI Stock Details UFPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$568K Buy
+6,164
New +$623K ﹤0.01% 1595
2025
Q4 		– Sell
-2,161
Closed -$202K – 1856
2025
Q3 		$202K Sell
2,161
-2,176
-50% -$220K ﹤0.01% 1723
2025
Q2 		$431K Buy
+4,337
New +$438K ﹤0.01% 1374
2024
Q4 		– Sell
-60,890
Closed -$7.99M – 1728
2024
Q3 		$7.99M Sell
60,890
-1,471
-2% -$178K 0.13% 205
2024
Q2 		$6.98M Buy
62,361
+5,799
+10% +$674K 0.12% 212
2024
Q1 		$6.96M Buy
56,562
+7,320
+15% +$850K 0.13% 231
2023
Q4 		$6.18M Sell
49,242
-5,424
-10% -$586K 0.16% 178
2023
Q3 		$5.6M Buy
54,666
+1,749
+3% +$177K 0.17% 143
2023
Q2 		$5.14M Sell
52,917
-5,605
-10% -$468K 0.18% 127
2023
Q1 		$4.65M Buy
58,522
+2,989
+5% +$256K 0.27% 108
2022
Q4 		$4.4M Buy
+55,533
New +$4.24M 0.61% 105

Other funds holding UFPI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return