MCM
UFPI icon

MAI Capital Management’s UFP Industries UFPI Stock Holding History

MAI Capital 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
2026
Q1 		$375K Buy
4,073
+260
+7% +$26.3K ﹤0.01% 1150
2025
Q4 		$347K Sell
3,813
-503
-12% -$46.1K ﹤0.01% 1098
2025
Q3 		$404K Buy
4,316
+639
+17% +$64.5K ﹤0.01% 992
2025
Q2 		$365K Sell
3,677
-632
-15% -$63.8K ﹤0.01% 943
2025
Q1 		$461K Sell
4,309
-878
-17% -$98K ﹤0.01% 849
2024
Q4 		$584K Buy
5,187
+8
+0.2% +$1.03K ﹤0.01% 797
2024
Q3 		$680K Sell
5,179
-808
-13% -$97.6K 0.01% 662
2024
Q2 		$671K Buy
5,987
+76
+1% +$8.83K 0.01% 713
2024
Q1 		$727K Sell
5,911
-401
-6% -$46.6K 0.01% 681
2023
Q4 		$792K Sell
6,312
-5
-0.1% -$540 0.01% 546
2023
Q3 		$647K Sell
6,317
-2
-0% -$202 0.01% 551
2023
Q2 		$613K Buy
6,319
+55
+0.9% +$4.59K 0.01% 555
2023
Q1 		$498K Hold
6,264
– – 0.01% 640
2022
Q4 		$496K Sell
6,264
-197
-3% -$15.1K 0.01% 617
2022
Q3 		$466K Buy
6,461
+3,064
+90% +$244K 0.01% 582
2022
Q2 		$231K Sell
3,397
-36
-1% -$2.71K ﹤0.01% 761
2022
Q1 		$265K Hold
3,433
– – ﹤0.01% 724
2021
Q4 		$316K Buy
3,433
+169
+5% +$14.2K 0.01% 694
2021
Q3 		$222K Hold
3,264
– – ﹤0.01% 700
2021
Q2 		$243K Buy
+3,264
New +$258K ﹤0.01% 660

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