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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
2024
Q2 		– Sell
-4,488
Closed -$552K – 252
2024
Q1 		$552K Buy
+4,488
New +$521K 0.08% 79

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 $3.38T AUM 44.17% 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 $13.5B AUM 16.58% 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. 386 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.
  • 386 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.