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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
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

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

Retirement Wealth Solutions's UFPI Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its UFP Industries (UFPI) stake by 19% in Q2 2026, selling an estimated $1.04K and leaving 52 shares worth $4.71K. The position accounts for ﹤0.01% of the portfolio, ranked #347.

Retirement Wealth Solutions first reported a position in UFPI in Q4 2024 and has held it in 7 quarters since. The position peaked at $11K in Q4 2024. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • Retirement Wealth Solutions held 52 shares of UFP Industries worth $4.71K as of Q2 2026.
  • Retirement Wealth Solutions sold 12 UFP Industries shares in Q2 2026, an estimated $1.04K.
  • UFP Industries made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #347 holding.
  • Retirement Wealth Solutions first reported a position in UFP Industries in Q4 2024 and has held it in 7 quarters since.
  • Retirement Wealth Solutions's UFP Industries position peaked at $11K in Q4 2024.
  • 385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.