FNWA
UFPI icon

Financial Network Wealth Advisors’s UFP Industries UFPI Stock Holding History

Financial Network Wealth Advisors’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
Q1 		– Sell
-10
Closed -$911 – 901
2025
Q4 		$911 Hold
10
– – ﹤0.01% 803
2025
Q3 		$935 Hold
10
– – ﹤0.01% 797
2025
Q2 		$994 Hold
10
– – ﹤0.01% 775
2025
Q1 		$1.07K Buy
+10
New +$1.12K ﹤0.01% 694

Other funds holding UFPI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Financial Network Wealth Advisors's UFPI Position: Q1 2026 in Review

Financial Network Wealth Advisors sold out of UFP Industries (UFPI) in Q1 2026, closing a stake of 10 shares — an estimated $911 sold.

Financial Network Wealth Advisors first reported a position in UFPI in Q1 2025 and held it in 4 quarters. The position peaked at $1.07K in Q1 2025. 397 funds tracked by Wall St. Rank hold UFPI as of Q1 2026.

  • Financial Network Wealth Advisors reported no remaining UFP Industries position as of Q1 2026 after selling out during the quarter.
  • Financial Network Wealth Advisors sold 10 UFP Industries shares in Q1 2026, an estimated $911.
  • Financial Network Wealth Advisors first reported a position in UFP Industries in Q1 2025 and held it in 4 quarters.
  • Financial Network Wealth Advisors's UFP Industries position peaked at $1.07K in Q1 2025.
  • 397 funds tracked by Wall St. Rank held UFP Industries as of Q1 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.