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Congress Wealth Management’s UFP Industries UFPI Stock Holding History

Congress Wealth 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
2025
Q2 		$499K Buy
+5,018
New +$506K ﹤0.01% 927
2024
Q4 		– Sell
-4,315
Closed -$566K – 932
2024
Q3 		$566K Hold
4,315
– – 0.01% 620
2024
Q2 		$483K Buy
+4,315
New +$501K 0.01% 539

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $65.2B AUM 39.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Congress Wealth Management's UFPI Position: Q2 2025 in Review

Congress Wealth Management opened a new position in UFP Industries (UFPI) in Q2 2025: 5,018 shares worth $499K. The stake represents ﹤0.01% of the portfolio and ranks #927 among its holdings. This is a return to the name: Congress Wealth Management previously reported a position in UFPI as recently as Q3 2024.

Congress Wealth Management first reported a position in UFPI in Q2 2024 and has held it in 3 quarters since. The position peaked at $566K in Q3 2024. 432 funds tracked by Wall St. Rank hold UFPI as of Q2 2025.

  • Congress Wealth Management held 5,018 shares of UFP Industries worth $499K as of Q2 2025.
  • UFP Industries was a new Congress Wealth Management position in Q2 2025.
  • UFP Industries made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #927 holding.
  • Congress Wealth Management first reported a position in UFP Industries in Q2 2024 and has held it in 3 quarters since.
  • Congress Wealth Management's UFP Industries position peaked at $566K in Q3 2024.
  • 432 funds tracked by Wall St. Rank held UFP Industries as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.