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UFPI icon

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 		$443K Sell
3,735
-3,126
-46% -$272K 0.06% 304
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 – 272
2023
Q4 		$603K Buy
+4,804
New +$519K 0.1% 80

Other funds holding UFPI

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
HNWA
Henrickson Nauta Wealth Advisors Belmont, Michigan $410M AUM 25.02% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return
NWAG
Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return
ICP
Impact Capital Partners Greenwood Village, Colorado $367M AUM 28.36% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return