Creative Planning
UFPI icon

Creative Planning’s UFP Industries UFPI Stock Holding History

Creative Planning’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 		$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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Creative Planning's UFPI Position: Q1 2026 in Review

Creative Planning increased its UFP Industries (UFPI) stake by 4.4% in Q1 2026, buying an estimated $258K and bringing the position to 60,720 shares worth $5.59M. The position accounts for ﹤0.01% of the portfolio, ranked #1109.

Creative Planning first reported a position in UFPI in Q2 2013 and has held it in 29 quarters since. 395 funds tracked by Wall St. Rank hold UFPI as of Q1 2026.

  • Creative Planning held 60,720 shares of UFP Industries worth $5.59M as of Q1 2026.
  • Creative Planning bought 2,555 UFP Industries shares in Q1 2026, an estimated $258K.
  • UFP Industries made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1109 holding.
  • Creative Planning first reported a position in UFP Industries in Q2 2013 and has held it in 29 quarters since.
  • 395 funds tracked by Wall St. Rank held UFP Industries as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.