Pathstone Holdings
UFPI icon

Pathstone Holdings’s UFP Industries UFPI Stock Holding History

Pathstone Holdings’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 		$739K Buy
8,021
+476
+6% +$48.1K ﹤0.01% 1562
2025
Q4 		$687K Sell
7,545
-887
-11% -$81.2K ﹤0.01% 1607
2025
Q3 		$788K Buy
8,432
+524
+7% +$52.9K ﹤0.01% 1551
2025
Q2 		$786K Sell
7,908
-1,202
-13% -$121K ﹤0.01% 1509
2025
Q1 		$975K Buy
9,110
+1,933
+27% +$216K ﹤0.01% 1393
2024
Q4 		$808K Sell
7,177
-712
-9% -$91.8K ﹤0.01% 1475
2024
Q3 		$1.04M Buy
7,889
+169
+2% +$20.4K ﹤0.01% 1351
2024
Q2 		$865K Buy
7,720
+538
+7% +$62.5K ﹤0.01% 1403
2024
Q1 		$883K Sell
7,182
-174
-2% -$20.2K ﹤0.01% 1358
2023
Q4 		$924K Buy
+7,356
New +$794K 0.01% 1121

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