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Parkworth Wealth Management’s UFP Industries UFPI Stock Holding History

Parkworth 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
Q2 		$199 Hold
2
– – ﹤0.01% 948
2025
Q1 		$214 Hold
2
– – ﹤0.01% 703
2024
Q4 		$225 Buy
+2
New +$258 ﹤0.01% 722

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

Parkworth Wealth Management's UFPI Position: Q2 2025 in Review

Parkworth Wealth Management held its UFP Industries (UFPI) position steady in Q2 2025 at 2 shares worth $199. The position accounts for ﹤0.01% of the portfolio, ranked #948.

Parkworth Wealth Management first reported a position in UFPI in Q4 2024 and has held it in 3 quarters since. The position peaked at $225 in Q4 2024. 432 funds tracked by Wall St. Rank hold UFPI as of Q2 2025.

  • Parkworth Wealth Management held 2 shares of UFP Industries worth $199 as of Q2 2025.
  • Parkworth Wealth Management left its UFP Industries share count unchanged in Q2 2025.
  • UFP Industries made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #948 holding.
  • Parkworth Wealth Management first reported a position in UFP Industries in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's UFP Industries position peaked at $225 in Q4 2024.
  • 432 funds tracked by Wall St. Rank held UFP Industries as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.