DiNuzzo Private Wealth’s UFP Industries UFPI Stock Holding History

DiNuzzo Private 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	$1.27K	Buy	14 +1	+8%	+$87	﹤0.01%	817
2026 Q1	$1.2K	Hold	13	–	–	﹤0.01%	820
2025 Q4	$1.18K	Sell	13 -1	-7%	-$92	﹤0.01%	828
2025 Q3	$1.41K	Hold	14	–	–	﹤0.01%	772
2025 Q2	$1.39K	Hold	14	–	–	﹤0.01%	749
2025 Q1	$1.5K	Sell	14 -1	-7%	-$112	﹤0.01%	694
2024 Q4	$1.69K	Hold	15	–	–	﹤0.01%	656
2024 Q3	$1.97K	Buy	15 +1	+7%	+$121	﹤0.01%	617
2024 Q2	$1.57K	Buy	14 +2	+17%	+$232	﹤0.01%	606
2024 Q1	$1.48K	Hold	12	–	–	﹤0.01%	586
2023 Q4	$1.51K	Buy	+12	New	+$1.3K	﹤0.01%	548

Other funds holding UFPI

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Henrickson Nauta Wealth Advisors Belmont, Michigan $410M AUM 25.02% 1-Year Est. Return

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

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return