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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

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
NCM
Narwhal Capital Management Marietta, Georgia $1.45B AUM 28.39% 1-Year Est. Return
WG
Watchman Group Plano, Texas $447M AUM 18.59% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
HNWA
Henrickson Nauta Wealth Advisors Belmont, Michigan $410M AUM 25.02% 1-Year Est. Return

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

Curated Wealth Partners reduced its UFP Industries (UFPI) stake by 46% in Q2 2026, selling an estimated $272K and leaving 3,735 shares worth $443K. The position accounts for 0.06% of the portfolio, ranked #304.

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. 90 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • Curated Wealth Partners held 3,735 shares of UFP Industries worth $443K as of Q2 2026.
  • Curated Wealth Partners sold 3,126 UFP Industries shares in Q2 2026, an estimated $272K.
  • UFP Industries made up 0.06% of Curated Wealth Partners's portfolio in Q2 2026, its #304 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.
  • 90 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.