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Quantum Private Wealth’s UFP Industries UFPI Stock Holding History

Quantum Private Wealth’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
Q4 		– Sell
-3,000
Closed -$280K – 182
2025
Q3 		$280K Hold
3,000
– – 0.08% 142
2025
Q2 		$298K Hold
3,000
– – 0.1% 136
2025
Q1 		$321K Buy
3,000
+320
+12% +$35.7K 0.12% 128
2024
Q4 		$302K Hold
2,680
– – 0.1% 144
2024
Q3 		$352K Hold
2,680
– – 0.12% 143
2024
Q2 		$300K Sell
2,680
-214
-7% -$24.9K 0.11% 153
2024
Q1 		$356K Buy
+2,894
New +$336K 0.13% 134

Other funds holding UFPI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $32.2B AUM 10.98% 1-Year Est. Return
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Quantum Private Wealth's UFPI Position: Q4 2025 in Review

Quantum Private Wealth sold out of UFP Industries (UFPI) in Q4 2025, closing a stake of 3,000 shares — an estimated $280K sold.

Quantum Private Wealth first reported a position in UFPI in Q1 2024 and held it in 7 quarters. The position peaked at $356K in Q1 2024. 412 funds tracked by Wall St. Rank hold UFPI as of Q4 2025.

  • Quantum Private Wealth reported no remaining UFP Industries position as of Q4 2025 after selling out during the quarter.
  • Quantum Private Wealth sold 3,000 UFP Industries shares in Q4 2025, an estimated $280K.
  • Quantum Private Wealth first reported a position in UFP Industries in Q1 2024 and held it in 7 quarters.
  • Quantum Private Wealth's UFP Industries position peaked at $356K in Q1 2024.
  • 412 funds tracked by Wall St. Rank held UFP Industries as of Q4 2025.

Based on Quantum Private Wealth's 13F filing for Q4 2025, filed 6 Feb 2026.