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Journey Strategic Wealth’s UFP Industries UFPI Stock Holding History

Journey Strategic 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
Q1 		$334K Buy
3,628
+35
+1% +$3.54K 0.01% 493
2025
Q4 		$327K Buy
3,593
+374
+12% +$34.2K 0.01% 474
2025
Q3 		$301K Sell
3,219
-284
-8% -$28.7K 0.01% 474
2025
Q2 		$348K Buy
3,503
+11
+0.3% +$1.11K 0.01% 384
2025
Q1 		$374K Sell
3,492
-63
-2% -$7.03K 0.01% 287
2024
Q4 		$400K Sell
3,555
-2
-0.1% -$258 0.02% 270
2024
Q3 		$467K Buy
3,557
+137
+4% +$16.5K 0.02% 231
2024
Q2 		$383K Buy
3,420
+179
+6% +$20.8K 0.02% 205
2024
Q1 		$399K Hold
3,241
– – 0.02% 151
2023
Q4 		$407K Hold
3,241
– – 0.02% 110
2023
Q3 		$332K Sell
3,241
-154
-5% -$15.6K 0.02% 107
2023
Q2 		$329K Sell
3,395
-22
-0.6% -$1.83K 0.01% 115
2023
Q1 		$272K Sell
3,417
-17
-0.5% -$1.46K 0.03% 174
2022
Q4 		$272K Sell
3,434
-3
-0.1% -$229 0.03% 155
2022
Q3 		$248K Buy
+3,437
New +$273K 0.03% 122
2022
Q2 		– Sell
-3,395
Closed -$262K – 211
2022
Q1 		$262K Buy
3,395
+586
+21% +$48.9K 0.03% 117
2021
Q4 		$258K Buy
+2,809
New +$236K 0.03% 144

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

Journey Strategic Wealth's UFPI Position: Q1 2026 in Review

Journey Strategic Wealth increased its UFP Industries (UFPI) stake by 0.97% in Q1 2026, buying an estimated $3.54K and bringing the position to 3,628 shares worth $334K. The position accounts for 0.01% of the portfolio, ranked #493.

Journey Strategic Wealth first reported a position in UFPI in Q4 2021 and has held it in 17 quarters since. The position peaked at $467K in Q3 2024. 397 funds tracked by Wall St. Rank hold UFPI as of Q1 2026.

  • Journey Strategic Wealth held 3,628 shares of UFP Industries worth $334K as of Q1 2026.
  • Journey Strategic Wealth bought 35 UFP Industries shares in Q1 2026, an estimated $3.54K.
  • UFP Industries made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #493 holding.
  • Journey Strategic Wealth first reported a position in UFP Industries in Q4 2021 and has held it in 17 quarters since.
  • Journey Strategic Wealth's UFP Industries position peaked at $467K in Q3 2024.
  • 397 funds tracked by Wall St. Rank held UFP Industries as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.