MWM
UFPI icon

Modera Wealth Management’s UFP Industries UFPI Stock Holding History

Modera Wealth 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 		$644K Sell
6,989
-2,527
-27% -$255K 0.01% 396
2025
Q4 		$866K Buy
9,516
+4
+0% +$366 0.01% 352
2025
Q3 		$889K Hold
9,512
– – 0.01% 354
2025
Q2 		$945K Hold
9,512
– – 0.01% 341
2025
Q1 		$1.02M Sell
9,512
-34
-0.4% -$3.79K 0.01% 319
2024
Q4 		$1.08M Sell
9,546
-15
-0.2% -$1.93K 0.01% 318
2024
Q3 		$1.25M Hold
9,561
– – 0.02% 275
2024
Q2 		$1.07M Sell
9,561
-96
-1% -$11.2K 0.02% 286
2024
Q1 		$1.19M Buy
9,657
+12
+0.1% +$1.39K 0.02% 279
2023
Q4 		$1.21M Sell
9,645
-45
-0.5% -$4.86K 0.02% 268
2023
Q3 		$992K Hold
9,690
– – 0.02% 283
2023
Q2 		$940K Buy
+9,690
New +$808K 0.02% 302

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