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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 – 956
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $552B AUM 44.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Forum Financial Management's UFPI Position: Q1 2026 in Review

Forum Financial Management sold out of UFP Industries (UFPI) in Q1 2026, closing a stake of 2,719 shares — an estimated $248K sold.

Forum Financial Management first reported a position in UFPI in Q4 2023 and held it in 9 quarters. The position peaked at $322K in Q4 2024. 397 funds tracked by Wall St. Rank hold UFPI as of Q1 2026.

  • Forum Financial Management reported no remaining UFP Industries position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 2,719 UFP Industries shares in Q1 2026, an estimated $248K.
  • Forum Financial Management first reported a position in UFP Industries in Q4 2023 and held it in 9 quarters.
  • Forum Financial Management's UFP Industries position peaked at $322K in Q4 2024.
  • 397 funds tracked by Wall St. Rank held UFP Industries as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.