VA
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Vident Advisory’s UFP Industries UFPI Stock Holding History

Vident Advisory’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 		– Sell
-2,290
Closed -$209K – 1937
2025
Q4 		$209K Sell
2,290
-439
-16% -$40.2K ﹤0.01% 1539
2025
Q3 		$255K Sell
2,729
-262
-9% -$26.5K ﹤0.01% 1464
2025
Q2 		$297K Buy
2,991
+409
+16% +$41.3K ﹤0.01% 1308
2025
Q1 		$277K Buy
2,582
+11
+0.4% +$1.23K ﹤0.01% 1308
2024
Q4 		$290K Sell
2,571
-416
-14% -$53.6K 0.01% 1188
2024
Q3 		$392K Buy
2,987
+156
+6% +$18.8K 0.01% 1049
2024
Q2 		$317K Sell
2,831
-3,520
-55% -$409K 0.01% 1106
2024
Q1 		$781K Buy
6,351
+459
+8% +$53.3K 0.02% 662
2023
Q4 		$740K Buy
5,892
+90
+2% +$9.72K 0.02% 646
2023
Q3 		$594K Buy
+5,802
New +$586K 0.02% 651

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