FFA
UFPI icon

Farther Finance Advisors’s UFP Industries UFPI Stock Holding History

Farther Finance Advisors’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 		$26.2K Buy
287
+27
+10% +$2.73K ﹤0.01% 3467
2025
Q4 		$23.7K Buy
260
+59
+29% +$5.4K ﹤0.01% 3328
2025
Q3 		$18.8K Buy
201
+14
+7% +$1.41K ﹤0.01% 3089
2025
Q2 		$18.6K Sell
187
-330
-64% -$33.3K ﹤0.01% 2726
2025
Q1 		$55.1K Sell
517
-5
-1% -$558 ﹤0.01% 1848
2024
Q4 		$58.8K Sell
522
-77
-13% -$9.92K ﹤0.01% 1576
2024
Q3 		$78.6K Sell
599
-1
-0.2% -$121 ﹤0.01% 1422
2024
Q2 		$66.2K Buy
600
+517
+623% +$60.1K ﹤0.01% 1295
2024
Q1 		$9.95K Buy
83
+2
+2% +$232 ﹤0.01% 1768
2023
Q4 		$10.2K Buy
81
+75
+1,250% +$8.1K ﹤0.01% 1600
2023
Q3 		$614 Hold
6
– – ﹤0.01% 2211
2023
Q2 		$582 Hold
6
– – ﹤0.01% 2108
2023
Q1 		$477 Hold
6
– – ﹤0.01% 2017
2022
Q4 		$476 Buy
+6
New +$458 ﹤0.01% 1838

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