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Creative Financial Designs’s UFP Industries UFPI Stock Holding History

Creative Financial Designs’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
Q2 		$9.44K Hold
104
– – ﹤0.01% 1527
2026
Q1 		$9.58K Hold
104
– – ﹤0.01% 1427
2025
Q4 		$9.47K Hold
104
– – ﹤0.01% 1375
2025
Q3 		$9.72K Hold
104
– – ﹤0.01% 1373
2025
Q2 		$10.3K Hold
104
– – ﹤0.01% 1337
2025
Q1 		$11.1K Hold
104
– – ﹤0.01% 1270
2024
Q4 		$11.7K Buy
+104
New +$13.4K ﹤0.01% 1187

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
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Creative Financial Designs's UFPI Position: Q2 2026 in Review

Creative Financial Designs held its UFP Industries (UFPI) position steady in Q2 2026 at 104 shares worth $9.44K. The position accounts for ﹤0.01% of the portfolio, ranked #1527.

Creative Financial Designs first reported a position in UFPI in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.7K in Q4 2024. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • Creative Financial Designs held 104 shares of UFP Industries worth $9.44K as of Q2 2026.
  • Creative Financial Designs left its UFP Industries share count unchanged in Q2 2026.
  • UFP Industries made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1527 holding.
  • Creative Financial Designs first reported a position in UFP Industries in Q4 2024 and has held it in 7 quarters since.
  • Creative Financial Designs's UFP Industries position peaked at $11.7K in Q4 2024.
  • 385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.