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Laurel Wealth Advisors (North Carolina)’s UFP Industries UFPI Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		– Sell
-1,286
Closed -$117K – 616
2025
Q4 		$117K Buy
+1,286
New +$118K 0.02% 236
2025
Q2 		– Sell
-1,293
Closed -$138K – 633
2025
Q1 		$138K Hold
1,293
– – 0.02% 205
2024
Q4 		$146K Hold
1,293
– – 0.02% 198
2024
Q3 		$170K Buy
1,293
+7
+0.5% +$845 0.03% 191
2024
Q2 		$144K Hold
1,286
– – 0.03% 199
2024
Q1 		$158K Hold
1,286
– – 0.03% 198
2023
Q4 		$161K Hold
1,286
– – 0.03% 185
2023
Q3 		$132K Hold
1,286
– – 0.03% 196
2023
Q2 		$125K Buy
+1,286
New +$107K 0.03% 201
2021
Q3 		– Sell
-110
Closed -$8K – 746
2021
Q2 		$8K Buy
+110
New +$8.69K ﹤0.01% 490

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