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FourThought Financial Partners’s UFP Industries UFPI Stock Holding History

FourThought Financial Partners’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
-2,506
Closed -$268K – 335
2025
Q1 		$268K Buy
2,506
+208
+9% +$23.2K 0.03% 256
2024
Q4 		$259K Buy
+2,298
New +$296K 0.03% 266
2024
Q2 		– Sell
-2,214
Closed -$272K – 316
2024
Q1 		$272K Buy
2,214
+96
+5% +$11.2K 0.03% 265
2023
Q4 		$266K Buy
+2,118
New +$229K 0.03% 265

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

FourThought Financial Partners's UFPI Position: Q2 2025 in Review

FourThought Financial Partners sold out of UFP Industries (UFPI) in Q2 2025, closing a stake of 2,506 shares — an estimated $268K sold.

FourThought Financial Partners first reported a position in UFPI in Q4 2023 and held it in 4 quarters. The position peaked at $272K in Q1 2024. 432 funds tracked by Wall St. Rank hold UFPI as of Q2 2025.

  • FourThought Financial Partners reported no remaining UFP Industries position as of Q2 2025 after selling out during the quarter.
  • FourThought Financial Partners sold 2,506 UFP Industries shares in Q2 2025, an estimated $268K.
  • FourThought Financial Partners first reported a position in UFP Industries in Q4 2023 and held it in 4 quarters.
  • FourThought Financial Partners's UFP Industries position peaked at $272K in Q1 2024.
  • 432 funds tracked by Wall St. Rank held UFP Industries as of Q2 2025.

Based on FourThought Financial Partners's 13F filing for Q2 2025, filed 12 Aug 2025.