NewEdge Advisors’s UFP Industries UFPI Stock Holding History

NewEdge Advisors’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	$459K	Buy	4,984 +706	+17%	+$71.4K	﹤0.01%	2056
2025 Q4	$389K	Buy	4,278 +3,271	+325%	+$299K	﹤0.01%	2144
2025 Q3	$94.1K	Buy	1,007 +974	+2,952%	+$98.3K	﹤0.01%	2620
2025 Q2	$3.28K	Hold	33	–	–	﹤0.01%	3504
2025 Q1	$3.53K	Hold	33	–	–	﹤0.01%	3390
2024 Q4	$3.72K	Hold	33	–	–	﹤0.01%	3312
2024 Q3	$4.33K	Hold	33	–	–	﹤0.01%	3197
2024 Q2	$3.7K	Sell	33 -2,421	-99%	-$281K	﹤0.01%	3177
2024 Q1	$302K	Sell	2,454 -386	-14%	-$44.8K	﹤0.01%	1642
2023 Q4	$326K	Buy	2,840 +2,604	+1,103%	+$281K	﹤0.01%	1507
2023 Q3	$24.2K	Sell	236 -7	-3%	-$707	﹤0.01%	2332
2023 Q2	$23.6K	Hold	243	–	–	﹤0.01%	2335
2023 Q1	$19.3K	Sell	243 -189	-44%	-$16.2K	﹤0.01%	2355
2022 Q4	$4.8K	Buy	+432	New	+$33K	﹤0.01%	2607
2022 Q1	–	Sell	-8,887	Closed	-$818K	–	1621
2021 Q4	$818K	Buy	+8,887	New	+$747K	0.01%	839

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