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GPS Wealth Strategies Group’s UFP Industries UFPI Stock Holding History

GPS Wealth Strategies Group’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 		– Sell
-80
Closed -$7.48K – 1506
2025
Q3 		$7.48K Hold
80
– – ﹤0.01% 1158
2025
Q2 		$7.95K Hold
80
– – ﹤0.01% 1082
2025
Q1 		$8.56K Hold
80
– – ﹤0.01% 1040
2024
Q4 		$9.01K Hold
80
– – ﹤0.01% 970
2024
Q3 		$10.5K Hold
80
– – ﹤0.01% 940
2024
Q2 		$8.96K Hold
80
– – ﹤0.01% 941
2024
Q1 		$9.84K Hold
80
– – ﹤0.01% 865
2023
Q4 		$10K Hold
80
– – ﹤0.01% 837
2023
Q3 		$8.19K Hold
80
– – ﹤0.01% 881
2023
Q2 		$7.76K Buy
+80
New +$6.67K ﹤0.01% 890

Other funds holding UFPI

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