KWM
UFPI icon

Kolinsky Wealth Management’s UFP Industries UFPI Stock Holding History

Kolinsky Wealth Management’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
2024
Q4 		$332K Hold
2,950
– – 0.2% 107
2024
Q3 		$387K Buy
2,950
+5
+0.2% +$604 0.25% 91
2024
Q2 		$330K Hold
2,945
– – 0.24% 98
2024
Q1 		$362K Buy
2,945
+3
+0.1% +$349 0.28% 87
2023
Q4 		$369K Buy
+2,942
New +$318K 0.33% 75

Other funds holding UFPI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Kolinsky Wealth Management's UFPI Position: Q4 2024 in Review

Kolinsky Wealth Management held its UFP Industries (UFPI) position steady in Q4 2024 at 2,950 shares worth $332K. The position accounts for 0.2% of the portfolio, ranked #107.

Kolinsky Wealth Management first reported a position in UFPI in Q4 2023 and has held it in 5 quarters since. The position peaked at $387K in Q3 2024. 439 funds tracked by Wall St. Rank hold UFPI as of Q4 2024.

  • Kolinsky Wealth Management held 2,950 shares of UFP Industries worth $332K as of Q4 2024.
  • Kolinsky Wealth Management left its UFP Industries share count unchanged in Q4 2024.
  • UFP Industries made up 0.2% of Kolinsky Wealth Management's portfolio in Q4 2024, its #107 holding.
  • Kolinsky Wealth Management first reported a position in UFP Industries in Q4 2023 and has held it in 5 quarters since.
  • Kolinsky Wealth Management's UFP Industries position peaked at $387K in Q3 2024.
  • 439 funds tracked by Wall St. Rank held UFP Industries as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.