Curated Wealth Partners’s UFP Industries UFPI Stock Holding History

Curated 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
2026 Q2	$508K	Sell	5,594 -1,267	-18%	-$110K	0.06%	102
2026 Q1	$632K	Buy	6,861 +434	+7%	+$43.9K	0.08%	100
2025 Q4	$585K	Buy	6,427 +1,482	+30%	+$136K	0.06%	106
2025 Q3	$462K	Sell	4,945 -106	-2%	-$10.7K	0.06%	98
2025 Q2	$502K	Buy	5,051 +135	+3%	+$13.6K	0.06%	95
2025 Q1	$526K	Buy	4,916 +1,293	+36%	+$144K	0.07%	85
2024 Q4	$408K	Hold	3,623	–	–	0.05%	99
2024 Q3	$475K	Hold	3,623	–	–	0.06%	83
2024 Q2	$406K	Buy	+3,623	New	+$421K	0.06%	90
2024 Q1	–	Sell	-4,804	Closed	-$558K	–	259
2023 Q4	$603K	Buy	+4,804	New	+$519K	0.1%	80

Other funds holding UFPI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Curated Wealth Partners's UFPI Position: Q2 2026 in Review

Curated Wealth Partners reduced its UFP Industries (UFPI) stake by 18% in Q2 2026, selling an estimated $110K and leaving 5,594 shares worth $508K. The position accounts for 0.06% of the portfolio, ranked #102.

Curated Wealth Partners first reported a position in UFPI in Q4 2023 and has held it in 10 quarters since. The position peaked at $632K in Q1 2026. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

Curated Wealth Partners held 5,594 shares of UFP Industries worth $508K as of Q2 2026.
Curated Wealth Partners sold 1,267 UFP Industries shares in Q2 2026, an estimated $110K.
UFP Industries made up 0.06% of Curated Wealth Partners's portfolio in Q2 2026, its #102 holding.
Curated Wealth Partners first reported a position in UFP Industries in Q4 2023 and has held it in 10 quarters since.
Curated Wealth Partners's UFP Industries position peaked at $632K in Q1 2026.
385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.