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Rise Advisors’s UFP Industries UFPI Stock Holding History

Rise Advisors’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
-221
Closed -$20.7K – 1342
2025
Q3 		$20.7K Hold
221
– – 0.01% 552
2025
Q2 		$21.9K Buy
221
+1
+0.5% +$101 0.01% 479
2025
Q1 		$23.5K Sell
220
-51
-19% -$5.69K 0.01% 423
2024
Q4 		$30.5K Buy
271
+1
+0.4% +$129 0.01% 383
2024
Q3 		$35.5K Hold
270
– – 0.02% 334
2024
Q2 		$30.2K Buy
270
+1
+0.4% +$116 0.02% 370
2024
Q1 		$33.1K Buy
+269
New +$31.3K 0.02% 342

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

Rise Advisors's UFPI Position: Q4 2025 in Review

Rise Advisors sold out of UFP Industries (UFPI) in Q4 2025, closing a stake of 221 shares — an estimated $20.7K sold.

Rise Advisors first reported a position in UFPI in Q1 2024 and held it in 7 quarters. The position peaked at $35.5K in Q3 2024. 412 funds tracked by Wall St. Rank hold UFPI as of Q4 2025.

  • Rise Advisors reported no remaining UFP Industries position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 221 UFP Industries shares in Q4 2025, an estimated $20.7K.
  • Rise Advisors first reported a position in UFP Industries in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's UFP Industries position peaked at $35.5K in Q3 2024.
  • 412 funds tracked by Wall St. Rank held UFP Industries as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.