Creative Planning’s UFP Industries UFPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.82M | Buy |
75,161
+14,441
| +24% | +$1.26M | ﹤0.01% | 1173 |
|
|
2026
Q1 | $5.59M | Buy |
60,720
+2,555
| +4% | +$258K | ﹤0.01% | 1109 |
|
|
2025
Q4 | $5.3M | Buy |
58,165
+28,740
| +98% | +$2.63M | ﹤0.01% | 969 |
|
|
2025
Q3 | $2.75M | Buy |
29,425
+7,676
| +35% | +$775K | ﹤0.01% | 1291 |
|
|
2025
Q2 | $2.16M | Sell |
21,749
-9,142
| -30% | -$923K | ﹤0.01% | 1252 |
|
|
2025
Q1 | $3.31M | Buy |
30,891
+5,836
| +23% | +$651K | ﹤0.01% | 892 |
|
|
2024
Q4 | $2.82M | Buy |
25,055
+803
| +3% | +$103K | ﹤0.01% | 935 |
|
|
2024
Q3 | $3.18M | Buy |
24,252
+668
| +3% | +$80.7K | ﹤0.01% | 831 |
|
|
2024
Q2 | $2.64M | Buy |
23,584
+1,907
| +9% | +$222K | ﹤0.01% | 869 |
|
|
2024
Q1 | $2.67M | Buy |
21,677
+1,873
| +9% | +$218K | ﹤0.01% | 850 |
|
|
2023
Q4 | $2.49M | Buy |
19,804
+2,292
| +13% | +$247K | ﹤0.01% | 822 |
|
|
2023
Q3 | $1.79M | Buy |
17,512
+13,419
| +328% | +$1.36M | ﹤0.01% | 895 |
|
|
2023
Q2 | $397K | Buy |
4,093
+692
| +20% | +$57.7K | ﹤0.01% | 1708 |
|
|
2023
Q1 | $270K | Sell |
3,401
-429
| -11% | -$36.7K | ﹤0.01% | 1888 |
|
|
2022
Q4 | $304K | Buy |
+3,830
| New | +$293K | ﹤0.01% | 1723 |
|
|
2017
Q3 | – | Sell |
-105
| Closed | -$3K | – | 3600 |
|
|
2017
Q2 | $3K | Hold |
105
| – | – | ﹤0.01% | 4209 |
|
|
2017
Q1 | $3K | Hold |
105
| – | – | ﹤0.01% | 4189 |
|
|
2016
Q4 | $4K | Hold |
105
| – | – | ﹤0.01% | 4070 |
|
|
2016
Q3 | $3K | Hold |
105
| – | – | ﹤0.01% | 4131 |
|
|
2016
Q2 | $3K | Sell |
105
-45
| -30% | -$1.27K | ﹤0.01% | 3915 |
|
|
2016
Q1 | $4K | Buy |
150
+69
| +85% | +$1.64K | ﹤0.01% | 3723 |
|
|
2015
Q4 | $2K | Buy |
+81
| New | +$1.93K | ﹤0.01% | 4075 |
|
|
2015
Q2 | – | Sell |
-6
| Closed | – | – | 2904 |
|
|
2015
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 4411 |
|
|
2014
Q4 | $0 | Hold |
6
| – | – | ﹤0.01% | 4353 |
|
|
2014
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 4160 |
|
|
2014
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 3965 |
|
|
2014
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 3758 |
|
|
2013
Q4 | $0 | Hold |
6
| – | – | ﹤0.01% | 3480 |
|
|
2013
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 3358 |
|
|
2013
Q2 | $0 | Buy |
+6
| New | +$78 | ﹤0.01% | 3121 |
|
Other funds holding UFPI
WA
Creative Planning's UFPI Position: Q2 2026 in Review
Creative Planning increased its UFP Industries (UFPI) stake by 24% in Q2 2026, buying an estimated $1.26M and bringing the position to 75,161 shares worth $6.82M. The position accounts for ﹤0.01% of the portfolio, ranked #1173.
Creative Planning first reported a position in UFPI in Q2 2013 and has held it in 30 quarters since. 386 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.
- Creative Planning held 75,161 shares of UFP Industries worth $6.82M as of Q2 2026.
- Creative Planning bought 14,441 UFP Industries shares in Q2 2026, an estimated $1.26M.
- UFP Industries made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1173 holding.
- Creative Planning first reported a position in UFP Industries in Q2 2013 and has held it in 30 quarters since.
- 386 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.