Curio Wealth’s UFP Industries UFPI Stock Holding History

Curio Wealth’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	–	Sell	-2	Closed	-$184	–	1073
2026 Q1	$184	Buy	+2	New	+$202	﹤0.01%	808

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

Curio Wealth's UFPI Position: Q2 2026 in Review

Curio Wealth sold out of UFP Industries (UFPI) in Q2 2026, closing a stake of 2 shares — an estimated $184 sold.

Curio Wealth first reported a position in UFPI in Q1 2026 and held it in 1 quarter. The position peaked at $184 in Q1 2026. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

Curio Wealth reported no remaining UFP Industries position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 2 UFP Industries shares in Q2 2026, an estimated $184.
Curio Wealth first reported a position in UFP Industries in Q1 2026 and held it in 1 quarter.
Curio Wealth's UFP Industries position peaked at $184 in Q1 2026.
385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.