Root Financial Partners
UFPI icon

Root Financial Partners’s UFP Industries UFPI Stock Holding History

Root Financial Partners’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 		$17K Buy
+220
New +$18.9K ﹤0.01% 1638
2026
Q2 		– Sell
-320
Closed -$29.5K – 3012
2026
Q1 		$29.5K Buy
320
+148
+86% +$15K ﹤0.01% 1126
2025
Q4 		$15.7K Sell
172
-29
-14% -$2.66K ﹤0.01% 1293
2025
Q3 		$18.8K Buy
+201
New +$20.3K ﹤0.01% 1151

Other funds holding UFPI

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return

Root Financial Partners's UFPI Position: Q3 2026 in Review

Root Financial Partners opened a new position in UFP Industries (UFPI) in Q3 2026: 220 shares worth $17K. The stake represents ﹤0.01% of the portfolio and ranks #1638 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in UFPI as recently as Q1 2026.

Root Financial Partners first reported a position in UFPI in Q3 2025 and has held it in 4 quarters since. The position peaked at $29.5K in Q1 2026. 288 funds tracked by Wall St. Rank hold UFPI as of Q3 2026.

  • Root Financial Partners held 220 shares of UFP Industries worth $17K as of Q3 2026.
  • UFP Industries was a new Root Financial Partners position in Q3 2026.
  • UFP Industries made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1638 holding.
  • Root Financial Partners first reported a position in UFP Industries in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's UFP Industries position peaked at $29.5K in Q1 2026.
  • 288 funds tracked by Wall St. Rank held UFP Industries as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.