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Private Wealth Management Group’s UFP Industries UFPI Stock Holding History

Private Wealth Management 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 		$908 Hold
10
– – ﹤0.01% 1318
2026
Q1 		$922 Hold
10
– – ﹤0.01% 1266
2025
Q4 		$911 Sell
10
-26
-72% -$2.38K ﹤0.01% 1289
2025
Q3 		$3.37K Hold
36
– – ﹤0.01% 940
2025
Q2 		$3.58K Sell
36
-34
-49% -$3.43K ﹤0.01% 891
2025
Q1 		$7.49K Sell
70
-24
-26% -$2.68K ﹤0.01% 574
2024
Q4 		$10.6K Hold
94
– – ﹤0.01% 450
2024
Q3 		$12.3K Hold
94
– – ﹤0.01% 397
2024
Q2 		$10.5K Buy
94
+35
+59% +$4.07K ﹤0.01% 431
2024
Q1 		$7.26K Buy
59
+7
+13% +$813 ﹤0.01% 503
2023
Q4 		$6.53K Buy
+52
New +$5.62K ﹤0.01% 536

Other funds holding UFPI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Private Wealth Management Group's UFPI Position: Q2 2026 in Review

Private Wealth Management Group held its UFP Industries (UFPI) position steady in Q2 2026 at 10 shares worth $908. The position accounts for ﹤0.01% of the portfolio, ranked #1318.

Private Wealth Management Group first reported a position in UFPI in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.3K in Q3 2024. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • Private Wealth Management Group held 10 shares of UFP Industries worth $908 as of Q2 2026.
  • Private Wealth Management Group left its UFP Industries share count unchanged in Q2 2026.
  • UFP Industries made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1318 holding.
  • Private Wealth Management Group first reported a position in UFP Industries in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's UFP Industries position peaked at $12.3K in Q3 2024.
  • 385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.