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Robertson Stephens Wealth Management’s UFP Industries UFPI Stock Holding History

Robertson Stephens Wealth Management’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
Q1 		– Sell
-1,914
Closed -$216K – 591
2024
Q4 		$216K Buy
1,914
+104
+6% +$13.4K 0.01% 535
2024
Q3 		$238K Sell
1,810
-5
-0.3% -$604 0.01% 567
2024
Q2 		$203K Hold
1,815
– – 0.01% 479
2024
Q1 		$223K Buy
+1,815
New +$211K 0.01% 469

Other funds holding UFPI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Robertson Stephens Wealth Management's UFPI Position: Q1 2025 in Review

Robertson Stephens Wealth Management sold out of UFP Industries (UFPI) in Q1 2025, closing a stake of 1,914 shares — an estimated $216K sold.

Robertson Stephens Wealth Management first reported a position in UFPI in Q1 2024 and held it in 4 quarters. The position peaked at $238K in Q3 2024. 436 funds tracked by Wall St. Rank hold UFPI as of Q1 2025.

  • Robertson Stephens Wealth Management reported no remaining UFP Industries position as of Q1 2025 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 1,914 UFP Industries shares in Q1 2025, an estimated $216K.
  • Robertson Stephens Wealth Management first reported a position in UFP Industries in Q1 2024 and held it in 4 quarters.
  • Robertson Stephens Wealth Management's UFP Industries position peaked at $238K in Q3 2024.
  • 436 funds tracked by Wall St. Rank held UFP Industries as of Q1 2025.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.