Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s UFP Industries UFPI Stock Holding History

Carson Wealth (CWM LLC)’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 		$971K Sell
10,543
-57
-0.5% -$5.76K ﹤0.01% 1556
2025
Q4 		$965K Buy
10,600
+3,608
+52% +$330K ﹤0.01% 1517
2025
Q3 		$654K Buy
6,992
+167
+2% +$16.9K ﹤0.01% 1644
2025
Q2 		$678K Sell
6,825
-266
-4% -$26.8K ﹤0.01% 1456
2025
Q1 		$759K Buy
7,091
+223
+3% +$24.9K ﹤0.01% 1293
2024
Q4 		$774K Sell
6,868
-7
-0.1% -$902 ﹤0.01% 1208
2024
Q3 		$902K Buy
6,875
+56
+0.8% +$6.76K ﹤0.01% 1099
2024
Q2 		$764K Sell
6,819
-113
-2% -$13.1K ﹤0.01% 1035
2024
Q1 		$853K Sell
6,932
-237
-3% -$27.5K ﹤0.01% 925
2023
Q4 		$900K Buy
7,169
+194
+3% +$20.9K ﹤0.01% 852
2023
Q3 		$714K Sell
6,975
-90
-1% -$9.09K ﹤0.01% 860
2023
Q2 		$686K Sell
7,065
-459
-6% -$38.3K ﹤0.01% 842
2023
Q1 		$598K Sell
7,524
-193
-3% -$16.5K ﹤0.01% 834
2022
Q4 		$612K Buy
7,717
+647
+9% +$49.4K ﹤0.01% 744
2022
Q3 		$510K Buy
7,070
+216
+3% +$17.2K ﹤0.01% 742
2022
Q2 		$467K Sell
6,854
-140
-2% -$10.6K ﹤0.01% 756
2022
Q1 		$540K Buy
6,994
+245
+4% +$20.4K ﹤0.01% 710
2021
Q4 		$621K Buy
+6,749
New +$568K ﹤0.01% 677
2019
Q1 		– Sell
-15
Closed – – 3278
2018
Q4 		$0 Sell
15
-1,000
-99% -$28.7K ﹤0.01% 2248
2018
Q3 		$36K Buy
1,015
+1,000
+6,667% +$36.9K ﹤0.01% 822
2018
Q2 		$1K Hold
15
– – ﹤0.01% 1609
2018
Q1 		$0 Hold
15
– – ﹤0.01% 1540
2017
Q4 		$1K Hold
15
– – ﹤0.01% 1402
2017
Q3 		$0 Hold
15
– – ﹤0.01% 1565
2017
Q2 		$0 Hold
15
– – ﹤0.01% 1315
2017
Q1 		$0 Buy
+15
New +$501 ﹤0.01% 1321

Other funds holding UFPI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $552B AUM 44.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Carson Wealth (CWM LLC)'s UFPI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its UFP Industries (UFPI) stake by 0.54% in Q1 2026, selling an estimated $5.76K and leaving 10,543 shares worth $971K. The position accounts for ﹤0.01% of the portfolio, ranked #1556.

Carson Wealth (CWM LLC) first reported a position in UFPI in Q1 2017 and has held it in 26 quarters since. 397 funds tracked by Wall St. Rank hold UFPI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 10,543 shares of UFP Industries worth $971K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 57 UFP Industries shares in Q1 2026, an estimated $5.76K.
  • UFP Industries made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1556 holding.
  • Carson Wealth (CWM LLC) first reported a position in UFP Industries in Q1 2017 and has held it in 26 quarters since.
  • 397 funds tracked by Wall St. Rank held UFP Industries as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.