CWC
UFPI icon

Carolinas Wealth Consulting’s UFP Industries UFPI Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-12
Closed -$1.28K – 879
2025
Q1 		$1.28K Buy
12
+2
+20% +$223 ﹤0.01% 882
2024
Q4 		$1.11K Buy
10
+2
+25% +$258 ﹤0.01% 929
2024
Q3 		$998 Hold
8
– – ﹤0.01% 927
2024
Q2 		$852 Sell
8
-2
-20% -$232 ﹤0.01% 934
2024
Q1 		$1.24K Buy
+10
New +$1.16K ﹤0.01% 863

Other funds holding UFPI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Carolinas Wealth Consulting's UFPI Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of UFP Industries (UFPI) in Q2 2025, closing a stake of 12 shares — an estimated $1.28K sold.

Carolinas Wealth Consulting first reported a position in UFPI in Q1 2024 and held it in 5 quarters. The position peaked at $1.28K in Q1 2025. 432 funds tracked by Wall St. Rank hold UFPI as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining UFP Industries position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 12 UFP Industries shares in Q2 2025, an estimated $1.28K.
  • Carolinas Wealth Consulting first reported a position in UFP Industries in Q1 2024 and held it in 5 quarters.
  • Carolinas Wealth Consulting's UFP Industries position peaked at $1.28K in Q1 2025.
  • 432 funds tracked by Wall St. Rank held UFP Industries as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.