Verdence Capital Advisors’s UFP Industries UFPI Stock Holding History

Verdence Capital 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
2025 Q4	–	Sell	-2,327	Closed	-$214K	–	712
2025 Q3	$214K	Buy	2,327 +100	+4%	+$10.1K	0.01%	658
2025 Q2	$221K	Buy	2,227 +126	+6%	+$12.7K	0.02%	623
2025 Q1	$225K	Buy	+2,101	New	+$234K	0.02%	601
2024 Q4	–	Sell	-1,602	Closed	-$210K	–	666
2024 Q3	$210K	Buy	+1,602	New	+$193K	0.02%	606
2024 Q2	–	Sell	-1,939	Closed	-$238K	–	619
2024 Q1	$238K	Buy	1,939 +183	+10%	+$21.3K	0.02%	535
2023 Q4	$221K	Buy	+1,756	New	+$190K	0.02%	528

Other funds holding UFPI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Verdence Capital Advisors's UFPI Position: Q4 2025 in Review

Verdence Capital Advisors sold out of UFP Industries (UFPI) in Q4 2025, closing a stake of 2,327 shares — an estimated $214K sold.

Verdence Capital Advisors first reported a position in UFPI in Q4 2023 and held it in 6 quarters. The position peaked at $238K in Q1 2024. 412 funds tracked by Wall St. Rank hold UFPI as of Q4 2025.

Verdence Capital Advisors reported no remaining UFP Industries position as of Q4 2025 after selling out during the quarter.
Verdence Capital Advisors sold 2,327 UFP Industries shares in Q4 2025, an estimated $214K.
Verdence Capital Advisors first reported a position in UFP Industries in Q4 2023 and held it in 6 quarters.
Verdence Capital Advisors's UFP Industries position peaked at $238K in Q1 2024.
412 funds tracked by Wall St. Rank held UFP Industries as of Q4 2025.

Based on Verdence Capital Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.