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TD Private Client Wealth’s UFP Industries UFPI Stock Holding History

TD Private Client 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 		$2.4K Hold
26
– – ﹤0.01% 1280
2025
Q4 		$2.37K Hold
26
– – ﹤0.01% 1247
2025
Q3 		$2.43K Hold
26
– – ﹤0.01% 1223
2025
Q2 		$2.58K Sell
26
-5
-16% -$505 ﹤0.01% 1193
2025
Q1 		$3.32K Buy
31
+14
+82% +$1.56K ﹤0.01% 1132
2024
Q4 		$1.92K Buy
17
+2
+13% +$258 ﹤0.01% 1189
2024
Q3 		$1.97K Buy
+15
New +$1.81K ﹤0.01% 1183
2021
Q1 		– Sell
-20
Closed -$1.11K – 1209
2020
Q4 		$1.11K Hold
20
– – ﹤0.01% 1004
2020
Q3 		$1.13K Hold
20
– – ﹤0.01% 952
2020
Q2 		$990 Buy
+20
New +$851 ﹤0.01% 959

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