EI
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Ellevest Inc’s UFP Industries UFPI Stock Holding History

Ellevest Inc’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
2025
Q2 		– Sell
-2,703
Closed -$289K – 439
2025
Q1 		$289K Buy
+2,703
New +$302K 0.02% 300
2024
Q4 		– Sell
-2,523
Closed -$331K – 459
2024
Q3 		$331K Sell
2,523
-173
-6% -$20.9K 0.02% 306
2024
Q2 		$302K Buy
2,696
+177
+7% +$20.6K 0.02% 312
2024
Q1 		$310K Buy
2,519
+224
+10% +$26K 0.02% 304
2023
Q4 		$288K Buy
+2,295
New +$248K 0.02% 301
2023
Q2 		– Sell
-1,980
Closed -$157K – 1547
2023
Q1 		$157K Buy
1,980
+825
+71% +$70.6K 0.01% 361
2022
Q4 		$91.5K Sell
1,155
-143
-11% -$10.9K 0.01% 463
2022
Q3 		$94K Buy
1,298
+400
+45% +$31.8K 0.01% 431
2022
Q2 		$61K Sell
898
-957
-52% -$72.1K 0.01% 522
2022
Q1 		$143K Buy
1,855
+1,503
+427% +$125K 0.01% 362
2021
Q4 		$32K Buy
+352
New +$29.6K ﹤0.01% 620

Other funds holding UFPI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ellevest Inc's UFPI Position: Q2 2025 in Review

Ellevest Inc sold out of UFP Industries (UFPI) in Q2 2025, closing a stake of 2,703 shares — an estimated $289K sold.

Ellevest Inc first reported a position in UFPI in Q4 2021 and held it in 11 quarters. The position peaked at $331K in Q3 2024. 432 funds tracked by Wall St. Rank hold UFPI as of Q2 2025.

  • Ellevest Inc reported no remaining UFP Industries position as of Q2 2025 after selling out during the quarter.
  • Ellevest Inc sold 2,703 UFP Industries shares in Q2 2025, an estimated $289K.
  • Ellevest Inc first reported a position in UFP Industries in Q4 2021 and held it in 11 quarters.
  • Ellevest Inc's UFP Industries position peaked at $331K in Q3 2024.
  • 432 funds tracked by Wall St. Rank held UFP Industries as of Q2 2025.

Based on Ellevest Inc's 13F filing for Q2 2025, filed 5 Aug 2025.