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Forum Financial Management’s UFP Industries UFPI Stock Holding History

Forum Financial Management’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
-2,719
Closed -$248K – 957
2025
Q4 		$248K Sell
2,719
-1
-0% -$92 ﹤0.01% 849
2025
Q3 		$254K Sell
2,720
-219
-7% -$22.1K ﹤0.01% 825
2025
Q2 		$292K Buy
2,939
+78
+3% +$7.87K ﹤0.01% 685
2025
Q1 		$306K Buy
2,861
+4
+0.1% +$446 0.01% 579
2024
Q4 		$322K Buy
2,857
+467
+20% +$60.2K 0.01% 574
2024
Q3 		$314K Buy
2,390
+1
+0% +$121 0.01% 494
2024
Q2 		$268K Buy
2,389
+3
+0.1% +$349 ﹤0.01% 527
2024
Q1 		$294K Hold
2,386
– – 0.01% 513
2023
Q4 		$300K Buy
+2,386
New +$258K 0.01% 454

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