WCM
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Wedge Capital Management’s UFP Industries UFPI Stock Holding History

Wedge Capital Management’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
Q2 		$7.36M Buy
81,104
+4,165
+5% +$363K 0.12% 170
2026
Q1 		$7.09M Buy
76,939
+11,277
+17% +$1.14M 0.13% 171
2025
Q4 		$5.98M Sell
65,662
-4,421
-6% -$405K 0.11% 196
2025
Q3 		$6.55M Sell
70,083
-1,916
-3% -$193K 0.11% 191
2025
Q2 		$7.15M Buy
71,999
+15,449
+27% +$1.56M 0.13% 170
2025
Q1 		$6.05M Buy
56,550
+5,141
+10% +$574K 0.12% 182
2024
Q4 		$5.79M Sell
51,409
-9,013
-15% -$1.16M 0.1% 191
2024
Q3 		$7.93M Sell
60,422
-7,597
-11% -$917K 0.14% 169
2024
Q2 		$7.62M Sell
68,019
-2,798
-4% -$325K 0.14% 163
2024
Q1 		$8.71M Buy
70,817
+10,407
+17% +$1.21M 0.14% 169
2023
Q4 		$7.58M Buy
60,410
+4,667
+8% +$504K 0.14% 182
2023
Q3 		$5.71M Sell
55,743
-5,610
-9% -$567K 0.11% 199
2023
Q2 		$5.95M Sell
61,353
-6,788
-10% -$566K 0.09% 249
2023
Q1 		$5.42M Sell
68,141
-13,259
-16% -$1.13M 0.09% 263
2022
Q4 		$6.45M Sell
81,400
-2,427
-3% -$185K 0.1% 245
2022
Q3 		$6.05M Sell
83,827
-3,720
-4% -$296K 0.1% 235
2022
Q2 		$5.96M Sell
87,547
-1,486
-2% -$112K 0.09% 264
2022
Q1 		$6.87M Buy
+89,033
New +$7.43M 0.09% 262

Other funds holding UFPI

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
HNWA
Henrickson Nauta Wealth Advisors Belmont, Michigan $410M AUM 25.02% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return
NWAG
Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return