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MorganRosel Wealth Management’s UFP Industries UFPI Stock Holding History

MorganRosel 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
2025
Q3 		– Sell
-94
Closed -$9.34K – 332
2025
Q2 		$9.34K Hold
94
– – ﹤0.01% 260
2025
Q1 		$10.1K Buy
+94
New +$10.5K ﹤0.01% 247

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

MorganRosel Wealth Management's UFPI Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of UFP Industries (UFPI) in Q3 2025, closing a stake of 94 shares — an estimated $9.34K sold.

MorganRosel Wealth Management first reported a position in UFPI in Q1 2025 and held it in 2 quarters. The position peaked at $10.1K in Q1 2025. 414 funds tracked by Wall St. Rank hold UFPI as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining UFP Industries position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 94 UFP Industries shares in Q3 2025, an estimated $9.34K.
  • MorganRosel Wealth Management first reported a position in UFP Industries in Q1 2025 and held it in 2 quarters.
  • MorganRosel Wealth Management's UFP Industries position peaked at $10.1K in Q1 2025.
  • 414 funds tracked by Wall St. Rank held UFP Industries as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.