LI
UFPI icon

LRI Investments’s UFP Industries UFPI Stock Holding History

LRI Investments’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
Q2 		$9.07K Buy
100
+31
+45% +$2.7K ﹤0.01% 984
2026
Q1 		$6.36K Buy
69
+14
+25% +$1.42K ﹤0.01% 1016
2025
Q4 		$5.01K Sell
55
-29
-35% -$2.65K ﹤0.01% 1042
2025
Q3 		$7.83K Hold
84
– – ﹤0.01% 925
2025
Q2 		$8.32K Buy
84
+55
+190% +$5.55K ﹤0.01% 883
2025
Q1 		$3.08K Hold
29
– – ﹤0.01% 1037
2024
Q4 		$3.24K Hold
29
– – ﹤0.01% 1005
2024
Q3 		$3.8K Buy
29
+7
+32% +$845 ﹤0.01% 986
2024
Q2 		$2.42K Buy
+22
New +$2.56K ﹤0.01% 1029

Other funds holding UFPI

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
HNWA
Henrickson Nauta Wealth Advisors Belmont, Michigan $410M AUM 25.02% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return
NWAG
Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return
ICP
Impact Capital Partners Greenwood Village, Colorado $367M AUM 28.36% 1-Year Est. Return