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Retirement Wealth Solutions’s UFP Industries UFPI Stock Holding History

Retirement Wealth 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
2026
Q3 		$4.71K Buy
61
+9
+17% +$771 ﹤0.01% 393
2026
Q2 		$4.71K Sell
52
-12
-19% -$1.04K ﹤0.01% 347
2026
Q1 		$5.88K Sell
64
-20
-24% -$2.02K ﹤0.01% 289
2025
Q4 		$7.63K Hold
84
– – ﹤0.01% 253
2025
Q3 		$7.83K Sell
84
-17
-17% -$1.72K 0.01% 249
2025
Q2 		$10K Hold
101
– – 0.01% 241
2025
Q1 		$10.8K Buy
101
+1
+1% +$112 0.01% 215
2024
Q4 		$11K Buy
+100
New +$12.9K 0.01% 221

Other funds holding UFPI

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Retirement Wealth Solutions's UFPI Position: Q3 2026 in Review

Retirement Wealth Solutions increased its UFP Industries (UFPI) stake by 17% in Q3 2026, buying an estimated $771 and bringing the position to 61 shares worth $4.71K. The position accounts for ﹤0.01% of the portfolio, ranked #393.

Retirement Wealth Solutions first reported a position in UFPI in Q4 2024 and has held it in 8 quarters since. The position peaked at $11K in Q4 2024. 11 funds tracked by Wall St. Rank hold UFPI as of Q3 2026.

  • Retirement Wealth Solutions held 61 shares of UFP Industries worth $4.71K as of Q3 2026.
  • Retirement Wealth Solutions bought 9 UFP Industries shares in Q3 2026, an estimated $771.
  • UFP Industries made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #393 holding.
  • Retirement Wealth Solutions first reported a position in UFP Industries in Q4 2024 and has held it in 8 quarters since.
  • Retirement Wealth Solutions's UFP Industries position peaked at $11K in Q4 2024.
  • 11 funds tracked by Wall St. Rank held UFP Industries as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.