Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
PMFA
Plante Moran Financial Advisors’s
UFP Industries
UFPI
Stock Holding History
Plante Moran Financial 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
$18.6K
Hold
202
–
–
﹤0.01%
436
2025
Q4
$18.4K
Hold
202
–
–
﹤0.01%
461
2025
Q3
$18.9K
Hold
202
–
–
﹤0.01%
472
2025
Q2
$20.1K
Hold
202
–
–
﹤0.01%
472
2025
Q1
$21.6K
Hold
202
–
–
﹤0.01%
474
2024
Q4
$22.8K
Hold
202
–
–
﹤0.01%
474
2024
Q3
$26.5K
Hold
202
–
–
﹤0.01%
481
2024
Q2
$22.6K
Hold
202
–
–
﹤0.01%
460
2024
Q1
$24.8K
Hold
202
–
–
﹤0.01%
467
2023
Q4
$25.4K
Hold
202
–
–
﹤0.01%
417
2023
Q3
$20.7K
Hold
202
–
–
﹤0.01%
429
2023
Q2
$19.6K
Hold
202
–
–
﹤0.01%
449
2023
Q1
$16.1K
Hold
202
–
–
﹤0.01%
490
2022
Q4
$16K
Hold
202
–
–
﹤0.01%
509
2022
Q3
$15K
Hold
202
–
–
﹤0.01%
524
2022
Q2
$14K
Hold
202
–
–
﹤0.01%
547
2022
Q1
$16K
Hold
202
–
–
﹤0.01%
540
2021
Q4
$19K
Hold
202
–
–
﹤0.01%
575
2021
Q3
$14K
Hold
202
–
–
﹤0.01%
642
2021
Q2
$15K
Hold
202
–
–
﹤0.01%
622
2021
Q1
$15K
Sell
202
-10
-5%
-$626
﹤0.01%
587
2020
Q4
$12K
Buy
212
+10
+5%
+$549
﹤0.01%
611
2020
Q3
$11K
Buy
+202
New
+$11.4K
﹤0.01%
601
Other funds holding UFPI
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
Los Angeles, California
$34B AUM
6.31%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
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
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Boston Partners
Boston, Massachusetts
$95.5B AUM
28.4%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close