Moran Wealth Management’s UFP Industries UFPI Stock Holding History

Moran 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	$2.35M	Sell	25,561 -26,142	-51%	-$2.64M	0.07%	287
2025 Q4	$4.71M	Sell	51,703 -2,373	-4%	-$217K	0.14%	208
2025 Q3	$5.06M	Sell	54,076 -2,305	-4%	-$233K	0.15%	174
2025 Q2	$5.6M	Sell	56,381 -4,374	-7%	-$441K	0.17%	167
2025 Q1	$6.5M	Sell	60,755 -4,834	-7%	-$539K	0.22%	139
2024 Q4	$7.39M	Sell	65,589 -1,111	-2%	-$143K	0.24%	125
2024 Q3	$8.75M	Sell	66,700 -246	-0.4%	-$29.7K	0.27%	117
2024 Q2	$7.5M	Sell	66,946 -1,239	-2%	-$144K	0.25%	133
2024 Q1	$8.39M	Sell	68,185 -319	-0.5%	-$37.1K	0.27%	126
2023 Q4	$8.6M	Sell	68,504 -1,876	-3%	-$203K	0.31%	110
2023 Q3	$7.21M	Sell	70,380 -96	-0.1%	-$9.7K	0.28%	124
2023 Q2	$6.84M	Sell	70,476 -505	-0.7%	-$42.1K	0.26%	137
2023 Q1	$5.64M	Buy	70,981 +4,849	+7%	+$415K	0.21%	148
2022 Q4	$5.24M	Buy	+66,132	New	+$5.05M	0.2%	145

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