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Personal CFO Solutions’s UFP Industries UFPI Stock Holding History

Personal CFO 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
Q3 		– Sell
-2,192
Closed -$218K – 525
2025
Q2 		$218K Sell
2,192
-13
-0.6% -$1.31K 0.04% 443
2025
Q1 		$236K Sell
2,205
-153
-6% -$17.1K 0.05% 383
2024
Q4 		$266K Sell
2,358
-49
-2% -$6.32K 0.05% 359
2024
Q3 		$316K Sell
2,407
-45
-2% -$5.43K 0.04% 405
2024
Q2 		$275K Sell
2,452
-113
-4% -$13.1K 0.04% 415
2024
Q1 		$316K Sell
2,565
-3
-0.1% -$349 0.05% 381
2023
Q4 		$322K Sell
2,568
-10
-0.4% -$1.08K 0.06% 360
2023
Q3 		$264K Buy
+2,578
New +$260K 0.05% 355
2023
Q2 		– Sell
-3,075
Closed -$244K – 514
2023
Q1 		$244K Buy
3,075
+246
+9% +$21.1K 0.05% 377
2022
Q4 		$224K Buy
+2,829
New +$216K 0.05% 390
2022
Q3 		– Sell
-3,371
Closed -$230K – 467
2022
Q2 		$230K Sell
3,371
-693
-17% -$52.2K 0.05% 346
2022
Q1 		$314K Buy
4,064
+134
+3% +$11.2K 0.06% 306
2021
Q4 		$362K Buy
3,930
+3
+0.1% +$252 0.07% 265
2021
Q3 		$267K Buy
3,927
+529
+16% +$38.4K 0.05% 332
2021
Q2 		$253K Buy
+3,398
New +$268K 0.05% 343

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

Personal CFO Solutions's UFPI Position: Q3 2025 in Review

Personal CFO Solutions sold out of UFP Industries (UFPI) in Q3 2025, closing a stake of 2,192 shares — an estimated $218K sold.

Personal CFO Solutions first reported a position in UFPI in Q2 2021 and held it in 15 quarters. The position peaked at $362K in Q4 2021. 414 funds tracked by Wall St. Rank hold UFPI as of Q3 2025.

  • Personal CFO Solutions reported no remaining UFP Industries position as of Q3 2025 after selling out during the quarter.
  • Personal CFO Solutions sold 2,192 UFP Industries shares in Q3 2025, an estimated $218K.
  • Personal CFO Solutions first reported a position in UFP Industries in Q2 2021 and held it in 15 quarters.
  • Personal CFO Solutions's UFP Industries position peaked at $362K in Q4 2021.
  • 414 funds tracked by Wall St. Rank held UFP Industries as of Q3 2025.

Based on Personal CFO Solutions's 13F filing for Q3 2025, filed 10 Nov 2025.