Massachusetts Financial Services
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Massachusetts Financial Services’s UFP Industries UFPI Stock Holding History

Massachusetts Financial Services’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 		$1.41M Buy
15,290
+1,193
+8% +$121K ﹤0.01% 819
2025
Q4 		$1.28M Sell
14,097
-11,269
-44% -$1.03M ﹤0.01% 820
2025
Q3 		$2.37M Buy
25,366
+6,143
+32% +$620K ﹤0.01% 754
2025
Q2 		$1.91M Buy
19,223
+4,267
+29% +$431K ﹤0.01% 767
2025
Q1 		$1.6M Buy
14,956
+3,857
+35% +$430K ﹤0.01% 775
2024
Q4 		$1.25M Buy
11,099
+1,339
+14% +$173K ﹤0.01% 800
2024
Q3 		$1.28M Buy
9,760
+521
+6% +$62.9K ﹤0.01% 776
2024
Q2 		$1.03M Buy
9,239
+849
+10% +$98.7K ﹤0.01% 797
2024
Q1 		$1.03M Buy
+8,390
New +$975K ﹤0.01% 787

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