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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
Q3 		$463 Sell
6
-8
-57% -$686 ﹤0.01% 2221
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 – 1719
2022
Q1 		$1K Buy
+12
New +$1K ﹤0.01% 1442

Other funds holding UFPI

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

MassMutual Private Wealth & Trust's UFPI Position: Q3 2026 in Review

MassMutual Private Wealth & Trust reduced its UFP Industries (UFPI) stake by 57% in Q3 2026, selling an estimated $686 and leaving 6 shares worth $463. The position accounts for ﹤0.01% of the portfolio, ranked #2221.

MassMutual Private Wealth & Trust first reported a position in UFPI in Q1 2022 and has held it in 18 quarters since. The position peaked at $21.1K in Q3 2024. 11 funds tracked by Wall St. Rank hold UFPI as of Q3 2026.

  • MassMutual Private Wealth & Trust held 6 shares of UFP Industries worth $463 as of Q3 2026.
  • MassMutual Private Wealth & Trust sold 8 UFP Industries shares in Q3 2026, an estimated $686.
  • UFP Industries made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #2221 holding.
  • MassMutual Private Wealth & Trust first reported a position in UFP Industries in Q1 2022 and has held it in 18 quarters since.
  • MassMutual Private Wealth & Trust's UFP Industries position peaked at $21.1K in Q3 2024.
  • 11 funds tracked by Wall St. Rank held UFP Industries as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.