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Legacy Wealth Asset Management’s UFP Industries UFPI Stock Holding History

Legacy Wealth Asset Management’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
-2,472
Closed -$231K – 383
2025
Q3 		$231K Sell
2,472
-792
-24% -$80K 0.06% 340
2025
Q2 		$324K Sell
3,264
-525
-14% -$53K 0.08% 308
2025
Q1 		$406K Sell
3,789
-1,334
-26% -$149K 0.11% 261
2024
Q4 		$577K Sell
5,123
-948
-16% -$122K 0.16% 212
2024
Q3 		$797K Sell
6,071
-1,191
-16% -$144K 0.21% 129
2024
Q2 		$813K Sell
7,262
-710
-9% -$82.5K 0.23% 115
2024
Q1 		$981K Buy
7,972
+44
+0.6% +$5.11K 0.27% 103
2023
Q4 		$995K Sell
7,928
-98
-1% -$10.6K 0.33% 88
2023
Q3 		$822K Sell
8,026
-133
-2% -$13.4K 0.3% 101
2023
Q2 		$792K Sell
8,159
-203
-2% -$16.9K 0.28% 100
2023
Q1 		$665K Sell
8,362
-168
-2% -$14.4K 0.24% 142
2022
Q4 		$676K Buy
8,530
+79
+0.9% +$6.04K 0.26% 139
2022
Q3 		$610K Sell
8,451
-160
-2% -$12.7K 0.27% 133
2022
Q2 		$587K Buy
8,611
+263
+3% +$19.8K 0.24% 151
2022
Q1 		$644K Buy
8,348
+300
+4% +$25K 0.23% 164
2021
Q4 		$740K Buy
8,048
+505
+7% +$42.5K 0.25% 152
2021
Q3 		$513K Buy
7,543
+51
+0.7% +$3.71K 0.23% 170
2021
Q2 		$557K Buy
7,492
+45
+0.6% +$3.55K 0.25% 150
2021
Q1 		$565K Buy
7,447
+1,498
+25% +$93.8K 0.26% 157
2020
Q4 		$330K Buy
+5,949
New +$326K 0.17% 220

Other funds holding UFPI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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 $1.88T AUM 44.46% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Legacy Wealth Asset Management's UFPI Position: Q4 2025 in Review

Legacy Wealth Asset Management sold out of UFP Industries (UFPI) in Q4 2025, closing a stake of 2,472 shares — an estimated $231K sold.

Legacy Wealth Asset Management first reported a position in UFPI in Q4 2020 and held it in 20 quarters. The position peaked at $995K in Q4 2023. 412 funds tracked by Wall St. Rank hold UFPI as of Q4 2025.

  • Legacy Wealth Asset Management reported no remaining UFP Industries position as of Q4 2025 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 2,472 UFP Industries shares in Q4 2025, an estimated $231K.
  • Legacy Wealth Asset Management first reported a position in UFP Industries in Q4 2020 and held it in 20 quarters.
  • Legacy Wealth Asset Management's UFP Industries position peaked at $995K in Q4 2023.
  • 412 funds tracked by Wall St. Rank held UFP Industries as of Q4 2025.

Based on Legacy Wealth Asset Management's 13F filing for Q4 2025, filed 12 Jan 2026.