CI
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CX Institutional’s UFP Industries UFPI Stock Holding History

CX Institutional’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
Q3 		$87K Sell
1,125
-4
-0.4% -$343 ﹤0.01% 905
2026
Q2 		$102K Sell
1,129
-315
-22% -$27.4K ﹤0.01% 858
2026
Q1 		$133K Sell
1,444
-194
-12% -$19.6K ﹤0.01% 807
2025
Q4 		$149K Sell
1,638
-455
-22% -$41.7K ﹤0.01% 779
2025
Q3 		$196K Sell
2,093
-123
-6% -$12.4K 0.01% 698
2025
Q2 		$220K Sell
2,216
-346
-14% -$34.9K 0.01% 600
2025
Q1 		$274K Buy
+2,562
New +$286K 0.01% 508
2024
Q4 		– Sell
-11,305
Closed -$1.48M – 589
2024
Q3 		$1.48M Buy
11,305
+377
+3% +$45.5K 0.07% 227
2024
Q2 		$1.22M Buy
10,928
+2
+0% +$232 0.06% 248
2024
Q1 		$1.34M Sell
10,926
-2,002
-15% -$233K 0.06% 237
2023
Q4 		$1.62M Sell
12,928
-644
-5% -$69.5K 0.09% 202
2023
Q3 		$1.39M Sell
13,572
-41,442
-75% -$4.19M 0.08% 217
2023
Q2 		$5.34M Buy
55,014
+16,609
+43% +$1.39M 0.28% 103
2023
Q1 		$3.06M Buy
38,405
+24,471
+176% +$2.09M 0.16% 186
2022
Q4 		$1.1M Buy
13,934
+1,003
+8% +$76.6K 0.07% 263
2022
Q3 		$933K Buy
12,931
+12,231
+1,747% +$973K 0.06% 269
2022
Q2 		$48K Buy
+700
New +$52.8K ﹤0.01% 684
2021
Q4 		– Sell
-700
Closed -$48K – 859
2021
Q3 		$48K Hold
700
– – ﹤0.01% 590
2021
Q2 		$52K Hold
700
– – ﹤0.01% 559
2021
Q1 		$53K Hold
700
– – ﹤0.01% 484
2020
Q4 		$39K Hold
700
– – ﹤0.01% 489
2020
Q3 		$40K Buy
+700
New +$39.5K ﹤0.01% 425
2019
Q3 		– Sell
-34
Closed -$1K – 943
2019
Q2 		$1K Buy
+34
New +$1.18K ﹤0.01% 908

Other funds holding UFPI

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

CX Institutional's UFPI Position: Q3 2026 in Review

CX Institutional reduced its UFP Industries (UFPI) stake by 0.35% in Q3 2026, selling an estimated $343 and leaving 1,125 shares worth $87K. The position accounts for ﹤0.01% of the portfolio, ranked #905.

CX Institutional first reported a position in UFPI in Q2 2019 and has held it in 23 quarters since. The position peaked at $5.34M in Q2 2023. 11 funds tracked by Wall St. Rank hold UFPI as of Q3 2026.

  • CX Institutional held 1,125 shares of UFP Industries worth $87K as of Q3 2026.
  • CX Institutional sold 4 UFP Industries shares in Q3 2026, an estimated $343.
  • UFP Industries made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #905 holding.
  • CX Institutional first reported a position in UFP Industries in Q2 2019 and has held it in 23 quarters since.
  • CX Institutional's UFP Industries position peaked at $5.34M in Q2 2023.
  • 11 funds tracked by Wall St. Rank held UFP Industries as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.