Wealth Enhancement Advisory Services
UFPI icon

Wealth Enhancement Advisory Services’s UFP Industries UFPI Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.17M Buy
30,186
+13,539
+81% +$1.37M ﹤0.01% 1702
2025
Q4 		$1.6M Sell
16,647
-1,258
-7% -$115K ﹤0.01% 1654
2025
Q3 		$1.62M Sell
17,905
-878
-5% -$88.7K ﹤0.01% 1575
2025
Q2 		$1.99M Sell
18,783
-203
-1% -$20.5K ﹤0.01% 1354
2025
Q1 		$2.03M Sell
18,986
-83
-0.4% -$9.26K ﹤0.01% 1241
2024
Q4 		$2.15M Sell
19,069
-268
-1% -$34.5K ﹤0.01% 1143
2024
Q3 		$2.54M Buy
19,337
+340
+2% +$41.1K 0.01% 958
2024
Q2 		$2.13M Buy
18,997
+7,998
+73% +$930K 0.01% 959
2024
Q1 		$1.35M Buy
10,999
+3,657
+50% +$425K ﹤0.01% 1104
2023
Q4 		$922K Buy
7,342
+341
+5% +$36.8K ﹤0.01% 1207
2023
Q3 		$717K Buy
+7,001
New +$707K ﹤0.01% 1240

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