Envestnet Portfolio Solutions
UFPI icon

Envestnet Portfolio Solutions’s UFP Industries UFPI Stock Holding History

Envestnet Portfolio Solutions’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 		– Sell
-2,863
Closed -$261K – 1507
2025
Q4 		$261K Sell
2,863
-485
-14% -$44.4K ﹤0.01% 1354
2025
Q3 		$313K Buy
3,348
+81
+2% +$8.18K ﹤0.01% 1226
2025
Q2 		$325K Sell
3,267
-91
-3% -$9.18K ﹤0.01% 1302
2025
Q1 		$359K Sell
3,358
-1,024
-23% -$114K ﹤0.01% 1205
2024
Q4 		$494K Buy
4,382
+104
+2% +$13.4K ﹤0.01% 1249
2024
Q3 		$561K Buy
4,278
+1,804
+73% +$218K ﹤0.01% 1139
2024
Q2 		$277K Sell
2,474
-236
-9% -$27.4K ﹤0.01% 1421
2024
Q1 		$333K Sell
2,710
-245
-8% -$28.5K ﹤0.01% 1303
2023
Q4 		$371K Sell
2,955
-233
-7% -$25.2K ﹤0.01% 1186
2023
Q3 		$326K Buy
+3,188
New +$322K ﹤0.01% 1186

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