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Integrated Wealth Concepts’s UFP Industries UFPI Stock Holding History

Integrated Wealth Concepts’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 		$230K Buy
+2,492
New +$252K ﹤0.01% 2019
2025
Q4 		– Sell
-2,184
Closed -$204K – 2029
2025
Q3 		$204K Sell
2,184
-721
-25% -$72.8K ﹤0.01% 1850
2025
Q2 		$289K Sell
2,905
-54
-2% -$5.45K ﹤0.01% 1567
2025
Q1 		$317K Buy
2,959
+221
+8% +$24.7K ﹤0.01% 1384
2024
Q4 		$308K Buy
2,738
+15
+0.6% +$1.93K ﹤0.01% 1345
2024
Q3 		$357K Sell
2,723
-128
-4% -$15.5K ﹤0.01% 1236
2024
Q2 		$319K Buy
2,851
+18
+0.6% +$2.09K ﹤0.01% 1285
2024
Q1 		$348K Sell
2,833
-283
-9% -$32.9K 0.01% 1236
2023
Q4 		$391K Buy
+3,116
New +$336K 0.01% 1111

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