LT
UFPI icon

Legacy Trust’s UFP Industries UFPI Stock Holding History

Legacy Trust’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 		$77.4K Hold
840
– – 0.01% 203
2025
Q4 		$76.5K Hold
840
– – 0.01% 192
2025
Q3 		$78.5K Hold
840
– – 0.02% 188
2025
Q2 		$83.5K Sell
840
-45
-5% -$4.54K 0.02% 143
2025
Q1 		$94.7K Sell
885
-124
-12% -$13.8K 0.02% 158
2024
Q4 		$114K Hold
1,009
– – 0.03% 156
2024
Q3 		$132K Hold
1,009
– – 0.03% 159
2024
Q2 		$113K Sell
1,009
-10,000
-91% -$1.16M 0.03% 143
2024
Q1 		$1.35M Buy
11,009
+124
+1% +$14.4K 0.34% 66
2023
Q4 		$1.37M Sell
10,885
-2,000
-16% -$216K 0.36% 70
2023
Q3 		$1.32M Hold
12,885
– – 0.38% 69
2023
Q2 		$1.25M Hold
12,885
– – 0.34% 70
2023
Q1 		$1.02M Hold
12,885
– – 0.3% 73
2022
Q4 		$1.02M Buy
+12,885
New +$984K 0.32% 71

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