MassMutual Private Wealth & Trust’s UFP Industries UFPI Stock Holding History

MassMutual Private Wealth & Trust’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 Q2	$1.27K	Sell	14 -58	-81%	-$5.05K	﹤0.01%	2113
2026 Q1	$6.63K	Hold	72	–	–	﹤0.01%	1543
2025 Q4	$6.56K	Buy	72 +23	+47%	+$2.11K	﹤0.01%	1566
2025 Q3	$4.58K	Sell	49 -15	-23%	-$1.51K	﹤0.01%	1709
2025 Q2	$6.36K	Sell	64 -10	-14%	-$1.01K	﹤0.01%	1543
2025 Q1	$7.92K	Sell	74 -99	-57%	-$11K	﹤0.01%	1386
2024 Q4	$19.5K	Buy	173 +12	+7%	+$1.55K	﹤0.01%	1017
2024 Q3	$21.1K	Buy	161 +41	+34%	+$4.95K	﹤0.01%	891
2024 Q2	$13.4K	Buy	120 +38	+46%	+$4.42K	﹤0.01%	981
2024 Q1	$10.1K	Sell	82 -2	-2%	-$232	﹤0.01%	1043
2023 Q4	$10.5K	Buy	84 +3	+4%	+$324	﹤0.01%	997
2023 Q3	$8.29K	Sell	81 -8	-9%	-$808	﹤0.01%	1078
2023 Q2	$8.64K	Buy	89 +15	+20%	+$1.25K	﹤0.01%	1006
2023 Q1	$5.88K	Buy	74 +6	+9%	+$513	﹤0.01%	1114
2022 Q4	$5K	Buy	68 +12	+21%	+$917	﹤0.01%	1011
2022 Q3	$4K	Buy	+56	New	+$4.45K	﹤0.01%	1038
2022 Q2	–	Sell	-12	Closed	-$1K	–	1731
2022 Q1	$1K	Buy	+12	New	+$1K	﹤0.01%	1442

Other funds holding UFPI

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Henrickson Nauta Wealth Advisors Belmont, Michigan $410M AUM 25.02% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return

Impact Capital Partners Greenwood Village, Colorado $367M AUM 28.36% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return