UFF
UFPI icon

USA Financial Formulas’s UFP Industries UFPI Stock Holding History

USA Financial Formulas’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 		$11.6K Buy
126
+117
+1,300% +$11.8K ﹤0.01% 298
2025
Q4 		$819 Buy
+9
New +$824 ﹤0.01% 321
2024
Q1 		– Sell
-573
Closed -$71.9K – 420
2023
Q4 		$71.9K Buy
+573
New +$61.9K 0.01% 184
2020
Q4 		– Sell
-634
Closed -$36K – 416
2020
Q3 		$36K Buy
+634
New +$35.8K 0.03% 138
2020
Q2 		– Sell
-7,327
Closed -$272K – 331
2020
Q1 		$272K Buy
+7,327
New +$337K 0.17% 94
2019
Q4 		– Sell
-6,112
Closed -$244K – 313
2019
Q3 		$244K Buy
+6,112
New +$238K 0.09% 118

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