XTX Topco’s UFP Industries UFPI Stock Holding History

XTX Topco’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	$1.42M	Buy	+15,437	New	+$1.56M	0.02%	1133
2025 Q4	–	Sell	-7,021	Closed	-$656K	–	3824
2025 Q3	$656K	Sell	7,021 -23,517	-77%	-$2.37M	0.03%	878
2025 Q2	$3.03M	Buy	30,538 +10,821	+55%	+$1.09M	0.13%	186
2025 Q1	$2.11M	Buy	19,717 +16,675	+548%	+$1.86M	0.11%	241
2024 Q4	$343K	Buy	+3,042	New	+$392K	0.03%	1105
2024 Q2	–	Sell	-2,922	Closed	-$359K	–	2488
2024 Q1	$359K	Buy	+2,922	New	+$339K	0.05%	694
2023 Q4	–	Sell	-5,081	Closed	-$520K	–	2173
2023 Q3	$520K	Buy	5,081 +2,273	+81%	+$230K	0.09%	382
2023 Q2	$273K	Sell	2,808 -7,581	-73%	-$632K	0.05%	787
2023 Q1	$826K	Buy	10,389 +6,232	+150%	+$533K	0.17%	85
2022 Q4	$329K	Buy	4,157 +1,092	+36%	+$83.4K	0.07%	527
2022 Q3	$221K	Buy	+3,065	New	+$244K	0.05%	723
2022 Q1	–	Sell	-2,619	Closed	-$241K	–	962
2021 Q4	$241K	Buy	+2,619	New	+$220K	0.14%	294

Other funds holding UFPI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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