FFA
UFPI icon

Frazier Financial Advisors’s UFP Industries UFPI Stock Holding History

Frazier Financial 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 		$4.42K Hold
48
– – ﹤0.01% 524
2025
Q4 		$4.37K Hold
48
– – ﹤0.01% 480
2025
Q3 		$4.49K Hold
48
– – ﹤0.01% 467
2025
Q2 		$4.77K Hold
48
– – ﹤0.01% 460
2025
Q1 		$5.14K Hold
48
– – ﹤0.01% 435
2024
Q4 		$5.39K Sell
48
-3
-6% -$387 ﹤0.01% 434
2024
Q3 		$6.69K Buy
51
+3
+6% +$362 0.01% 457
2024
Q2 		$5.38K Hold
48
– – ﹤0.01% 591
2024
Q1 		$5.91K Hold
48
– – ﹤0.01% 552
2023
Q4 		$6.03K Buy
+48
New +$5.18K 0.01% 460

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