McIlrath & Eck’s UFP Industries UFPI Stock Holding History

McIlrath & Eck’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	$105K	Hold	1,142	–	–	0.01%	372
2025 Q4	$104K	Hold	1,142	–	–	0.01%	239
2025 Q3	$107K	Hold	1,142	–	–	0.01%	207
2025 Q2	$113K	Hold	1,142	–	–	0.01%	187
2025 Q1	$122K	Hold	1,142	–	–	0.02%	175
2024 Q4	$129K	Hold	1,142	–	–	0.02%	163
2024 Q3	$150K	Hold	1,142	–	–	0.02%	146
2024 Q2	$128K	Hold	1,142	–	–	0.02%	150
2024 Q1	$140K	Buy	1,142 +226	+25%	+$26.3K	0.02%	139
2023 Q4	$115K	Sell	916 -226	-20%	-$24.4K	0.02%	153
2023 Q3	$117K	Hold	1,142	–	–	0.02%	149
2023 Q2	$111K	Hold	1,142	–	–	0.02%	158
2023 Q1	$90.8K	Buy	1,142 +96	+9%	+$8.21K	0.02%	165
2022 Q4	$82.9K	Hold	1,046	–	–	0.02%	180
2022 Q3	$75K	Hold	1,046	–	–	0.02%	185
2022 Q2	$71K	Hold	1,046	–	–	0.02%	187
2022 Q1	$81K	Sell	1,046 -78	-7%	-$6.51K	0.02%	177
2021 Q4	$103K	Hold	1,124	–	–	0.03%	137
2021 Q3	$76K	Sell	1,124 -742	-40%	-$53.9K	0.02%	177
2021 Q2	$139K	Buy	+1,866	New	+$147K	0.04%	107

Other funds holding UFPI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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