MAS
UFPI icon

MPWM Advisory Solutions’s UFP Industries UFPI Stock Holding History

MPWM Advisory Solutions’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
Q2 		– Sell
-5
Closed -$535 – 741
2025
Q1 		$535 Hold
5
– – ﹤0.01% 637
2024
Q4 		$563 Buy
+5
New +$644 ﹤0.01% 651

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

MPWM Advisory Solutions's UFPI Position: Q2 2025 in Review

MPWM Advisory Solutions sold out of UFP Industries (UFPI) in Q2 2025, closing a stake of 5 shares — an estimated $535 sold.

MPWM Advisory Solutions first reported a position in UFPI in Q4 2024 and held it in 2 quarters. The position peaked at $563 in Q4 2024. 432 funds tracked by Wall St. Rank hold UFPI as of Q2 2025.

  • MPWM Advisory Solutions reported no remaining UFP Industries position as of Q2 2025 after selling out during the quarter.
  • MPWM Advisory Solutions sold 5 UFP Industries shares in Q2 2025, an estimated $535.
  • MPWM Advisory Solutions first reported a position in UFP Industries in Q4 2024 and held it in 2 quarters.
  • MPWM Advisory Solutions's UFP Industries position peaked at $563 in Q4 2024.
  • 432 funds tracked by Wall St. Rank held UFP Industries as of Q2 2025.

Based on MPWM Advisory Solutions's 13F filing for Q2 2025, filed 14 Aug 2025.