Global Retirement Partners’s UFP Industries UFPI Stock Holding History

Global Retirement Partners’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
2025 Q4	$119K	Buy	1,308 +1,267	+3,090%	+$116K	﹤0.01%	1800
2025 Q3	$3.87K	Sell	41 -99	-71%	-$10K	﹤0.01%	3071
2025 Q2	$13.9K	Buy	+140	New	+$14.1K	﹤0.01%	2451
2024 Q4	$20.1K	Hold	178	–	–	﹤0.01%	2081
2024 Q3	$23.4K	Sell	178 -29	-14%	-$3.5K	﹤0.01%	1911
2024 Q2	$23.2K	Buy	207 +16	+8%	+$1.86K	﹤0.01%	1913
2024 Q1	$23.5K	Sell	191 -249	-57%	-$28.9K	﹤0.01%	1738
2023 Q4	$51.1K	Buy	440 +139	+46%	+$15K	﹤0.01%	1359
2023 Q3	$30.3K	Sell	301 -156	-34%	-$15.8K	﹤0.01%	1488
2023 Q2	$44.4K	Buy	457 +128	+39%	+$10.7K	﹤0.01%	1336
2023 Q1	$27.1K	Buy	329 +287	+683%	+$24.6K	﹤0.01%	1511
2022 Q4	$3.34K	Hold	42	–	–	﹤0.01%	2166
2022 Q3	$3K	Sell	42 -17	-29%	-$1.35K	﹤0.01%	2162
2022 Q2	$4K	Buy	59 +16	+37%	+$1.21K	﹤0.01%	2007
2022 Q1	$3K	Buy	+43	New	+$3.59K	﹤0.01%	2110

Other funds holding UFPI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return