PTC
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Private Trust Company’s UFP Industries UFPI Stock Holding History

Private Trust Company’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
-100
Closed -$10.7K – 2587
2025
Q1 		$10.7K Buy
100
+66
+194% +$7.36K ﹤0.01% 1779
2024
Q4 		$3.83K Sell
34
-1
-3% -$129 ﹤0.01% 2074
2024
Q3 		$4.59K Sell
35
-4
-10% -$483 ﹤0.01% 1976
2024
Q2 		$4.37K Hold
39
– – ﹤0.01% 1976
2024
Q1 		$4.8K Sell
39
-6
-13% -$697 ﹤0.01% 1937
2023
Q4 		$5.65K Sell
45
-82
-65% -$8.85K ﹤0.01% 1874
2023
Q3 		$13K Buy
127
+23
+22% +$2.32K ﹤0.01% 1504
2023
Q2 		$10.1K Buy
104
+21
+25% +$1.75K ﹤0.01% 1622
2023
Q1 		$6.6K Sell
83
-15
-15% -$1.28K ﹤0.01% 1747
2022
Q4 		$8K Sell
98
-8
-8% -$611 ﹤0.01% 1654
2022
Q3 		$8K Buy
106
+8
+8% +$636 ﹤0.01% 1548
2022
Q2 		$7K Buy
+98
New +$7.38K ﹤0.01% 1653
2014
Q4 		– Sell
-165
Closed -$2K – 1130
2014
Q3 		$2K Hold
165
– – ﹤0.01% 1622
2014
Q2 		$3K Hold
165
– – ﹤0.01% 1504
2014
Q1 		$3K Hold
165
– – ﹤0.01% 1375
2013
Q4 		$3K Hold
165
– – ﹤0.01% 1361
2013
Q3 		$2K Hold
165
– – ﹤0.01% 1452
2013
Q2 		$2K Buy
+165
New +$2.15K ﹤0.01% 1385

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

Private Trust Company's UFPI Position: Q2 2025 in Review

Private Trust Company sold out of UFP Industries (UFPI) in Q2 2025, closing a stake of 100 shares — an estimated $10.7K sold.

Private Trust Company first reported a position in UFPI in Q2 2013 and held it in 18 quarters. The position peaked at $13K in Q3 2023. 432 funds tracked by Wall St. Rank hold UFPI as of Q2 2025.

  • Private Trust Company reported no remaining UFP Industries position as of Q2 2025 after selling out during the quarter.
  • Private Trust Company sold 100 UFP Industries shares in Q2 2025, an estimated $10.7K.
  • Private Trust Company first reported a position in UFP Industries in Q2 2013 and held it in 18 quarters.
  • Private Trust Company's UFP Industries position peaked at $13K in Q3 2023.
  • 432 funds tracked by Wall St. Rank held UFP Industries as of Q2 2025.

Based on Private Trust Company's 13F filing for Q2 2025, filed 29 Jul 2025.