PWMG
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Private Wealth Management Group’s UFP Industries UFPI Stock Holding History

Private Wealth Management Group’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 		$922 Hold
10
– – ﹤0.01% 1266
2025
Q4 		$911 Sell
10
-26
-72% -$2.38K ﹤0.01% 1289
2025
Q3 		$3.37K Hold
36
– – ﹤0.01% 940
2025
Q2 		$3.58K Sell
36
-34
-49% -$3.43K ﹤0.01% 891
2025
Q1 		$7.49K Sell
70
-24
-26% -$2.68K ﹤0.01% 574
2024
Q4 		$10.6K Hold
94
– – ﹤0.01% 450
2024
Q3 		$12.3K Hold
94
– – ﹤0.01% 397
2024
Q2 		$10.5K Buy
94
+35
+59% +$4.07K ﹤0.01% 431
2024
Q1 		$7.26K Buy
59
+7
+13% +$813 ﹤0.01% 503
2023
Q4 		$6.53K Buy
+52
New +$5.62K ﹤0.01% 536

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