NWAG
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Net Worth Advisory Group’s UFP Industries UFPI Stock Holding History

Net Worth Advisory Group’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 		$358K Sell
3,944
-125
-3% -$10.9K 0.09% 235
2026
Q1 		$375K Buy
4,069
+1,173
+41% +$119K 0.08% 253
2025
Q4 		$264K Sell
2,896
-817
-22% -$74.8K 0.05% 364
2025
Q3 		$347K Sell
3,713
-290
-7% -$29.3K 0.1% 231
2025
Q2 		$398K Buy
4,003
+653
+19% +$65.9K 0.09% 234
2025
Q1 		$359K Sell
3,350
-20
-0.6% -$2.23K 0.11% 209
2024
Q4 		$380K Buy
3,370
+20
+0.6% +$2.58K 0.12% 203
2024
Q3 		$440K Buy
+3,350
New +$405K 0.13% 188

Other funds holding UFPI

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
HNWA
Henrickson Nauta Wealth Advisors Belmont, Michigan $410M AUM 25.02% 1-Year Est. Return
CIM
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
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return