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Concord Wealth Partners’s UFP Industries UFPI Stock Holding History

Concord Wealth Partners’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
Q4 		– Sell
-200
Closed -$18.7K – 893
2025
Q3 		$18.7K Hold
200
– – ﹤0.01% 465
2025
Q2 		$19.9K Hold
200
– – ﹤0.01% 461
2025
Q1 		$21.4K Buy
200
+96
+92% +$10.7K ﹤0.01% 428
2024
Q4 		$11.7K Hold
104
– – ﹤0.01% 511
2024
Q3 		$13.6K Buy
104
+4
+4% +$483 ﹤0.01% 522
2024
Q2 		$11.2K Buy
+100
New +$11.6K ﹤0.01% 496
2023
Q1 		– Sell
-11
Closed -$872 – 1225
2022
Q4 		$872 Buy
+11
New +$840 ﹤0.01% 1090

Other funds holding UFPI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Concord Wealth Partners's UFPI Position: Q4 2025 in Review

Concord Wealth Partners sold out of UFP Industries (UFPI) in Q4 2025, closing a stake of 200 shares — an estimated $18.7K sold.

Concord Wealth Partners first reported a position in UFPI in Q4 2022 and held it in 7 quarters. The position peaked at $21.4K in Q1 2025. 412 funds tracked by Wall St. Rank hold UFPI as of Q4 2025.

  • Concord Wealth Partners reported no remaining UFP Industries position as of Q4 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 200 UFP Industries shares in Q4 2025, an estimated $18.7K.
  • Concord Wealth Partners first reported a position in UFP Industries in Q4 2022 and held it in 7 quarters.
  • Concord Wealth Partners's UFP Industries position peaked at $21.4K in Q1 2025.
  • 412 funds tracked by Wall St. Rank held UFP Industries as of Q4 2025.

Based on Concord Wealth Partners's 13F filing for Q4 2025, filed 29 Jan 2026.