NW
UFPI icon

NewEdge Wealth’s UFP Industries UFPI Stock Holding History

NewEdge Wealth’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 		$1.95M Buy
21,147
+2,461
+13% +$249K 0.02% 434
2025
Q4 		$1.7M Sell
18,686
-5,622
-23% -$515K 0.02% 496
2025
Q3 		$2.23M Sell
24,308
-523
-2% -$52.8K 0.03% 372
2025
Q2 		$2.47M Sell
24,831
-1,883
-7% -$190K 0.04% 334
2025
Q1 		$2.86M Buy
26,714
+2,686
+11% +$300K 0.05% 278
2024
Q4 		$2.71M Sell
24,028
-4,268
-15% -$550K 0.05% 295
2024
Q3 		$3.71M Buy
28,296
+4,212
+17% +$509K 0.07% 247
2024
Q2 		$2.7M Sell
24,084
-3
-0% -$349 0.06% 274
2024
Q1 		$2.78M Sell
24,087
-176
-0.7% -$20.4K 0.06% 264
2023
Q4 		$3.05M Buy
+24,263
New +$2.62M 0.08% 222

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