HighTower Advisors
UFPI icon

HighTower Advisors’s UFP Industries UFPI Stock Holding History

HighTower 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 		$604K Buy
6,561
+1,858
+40% +$188K ﹤0.01% 2565
2025
Q4 		$428K Sell
4,703
-937
-17% -$85.8K ﹤0.01% 2740
2025
Q3 		$527K Buy
5,640
+12
+0.2% +$1.21K ﹤0.01% 2578
2025
Q2 		$559K Sell
5,628
-925
-14% -$93.3K ﹤0.01% 2423
2025
Q1 		$701K Buy
6,553
+642
+11% +$71.6K ﹤0.01% 2205
2024
Q4 		$666K Buy
5,911
+27
+0.5% +$3.48K ﹤0.01% 2258
2024
Q3 		$773K Buy
5,884
+582
+11% +$70.3K ﹤0.01% 2090
2024
Q2 		$591K Buy
5,302
+193
+4% +$22.4K ﹤0.01% 2198
2024
Q1 		$629K Sell
5,109
-86
-2% -$9.99K ﹤0.01% 2110
2023
Q4 		$660K Buy
5,195
+1,520
+41% +$164K ﹤0.01% 2131
2023
Q3 		$378K Buy
3,675
+731
+25% +$73.9K ﹤0.01% 2421
2023
Q2 		$283K Buy
+2,944
New +$246K ﹤0.01% 2607

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