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Optimum Investment Advisors’s UFP Industries UFPI Stock Holding History

Optimum Investment 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
2025
Q3 		$44.9K Hold
480
– – 0.02% 365
2025
Q2 		$47.7K Hold
480
– – 0.02% 351
2025
Q1 		$51.4K Hold
480
– – 0.02% 331
2024
Q4 		$54.1K Hold
480
– – 0.02% 330
2024
Q3 		$63K Hold
480
– – 0.03% 328
2024
Q2 		$53.8K Hold
480
– – 0.02% 351
2024
Q1 		$59K Hold
480
– – 0.03% 348
2023
Q4 		$60.3K Hold
480
– – 0.03% 328
2023
Q3 		$49.2K Sell
480
-420
-47% -$42.4K 0.03% 366
2023
Q2 		$87.3K Hold
900
– – 0.04% 296
2023
Q1 		$71.5K Hold
900
– – 0.04% 321
2022
Q4 		$71.3K Hold
900
– – 0.04% 327
2022
Q3 		$65K Hold
900
– – 0.04% 342
2022
Q2 		$61K Hold
900
– – 0.03% 364
2022
Q1 		$69K Hold
900
– – 0.03% 379
2021
Q4 		$83K Hold
900
– – 0.03% 373
2021
Q3 		$61K Sell
900
-240
-21% -$17.4K 0.03% 424
2021
Q2 		$85K Hold
1,140
– – 0.03% 412
2021
Q1 		$86K Sell
1,140
-1,005
-47% -$62.9K 0.03% 401
2020
Q4 		$119K Buy
2,145
+240
+13% +$13.2K 0.04% 325
2020
Q3 		$108K Hold
1,905
– – 0.04% 324
2020
Q2 		$94K Hold
1,905
– – 0.03% 337
2020
Q1 		$71K Sell
1,905
-315
-14% -$14.5K 0.03% 359
2019
Q4 		$106K Hold
2,220
– – 0.03% 386
2019
Q3 		$89K Hold
2,220
– – 0.03% 391
2019
Q2 		$84K Sell
2,220
-3,900
-64% -$135K 0.03% 407
2019
Q1 		$183K Hold
6,120
– – 0.06% 285
2018
Q4 		$159K Sell
6,120
-510
-8% -$14.7K 0.05% 292
2018
Q3 		$234K Hold
6,630
– – 0.06% 279
2018
Q2 		$243K Hold
6,630
– – 0.07% 268
2018
Q1 		$215K Hold
6,630
– – 0.06% 278
2017
Q4 		$249K Hold
6,630
– – 0.08% 263
2017
Q3 		$217K Sell
6,630
-600
-8% -$17.3K 0.07% 270
2017
Q2 		$210K Buy
+7,230
New +$220K 0.07% 272

Other funds holding UFPI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Optimum Investment Advisors's UFPI Position: Q3 2025 in Review

Optimum Investment Advisors held its UFP Industries (UFPI) position steady in Q3 2025 at 480 shares worth $44.9K. The position accounts for 0.02% of the portfolio, ranked #365.

Optimum Investment Advisors first reported a position in UFPI in Q2 2017 and has held it in 34 quarters since. The position peaked at $249K in Q4 2017. 414 funds tracked by Wall St. Rank hold UFPI as of Q3 2025.

  • Optimum Investment Advisors held 480 shares of UFP Industries worth $44.9K as of Q3 2025.
  • Optimum Investment Advisors left its UFP Industries share count unchanged in Q3 2025.
  • UFP Industries made up 0.02% of Optimum Investment Advisors's portfolio in Q3 2025, its #365 holding.
  • Optimum Investment Advisors first reported a position in UFP Industries in Q2 2017 and has held it in 34 quarters since.
  • Optimum Investment Advisors's UFP Industries position peaked at $249K in Q4 2017.
  • 414 funds tracked by Wall St. Rank held UFP Industries as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.