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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
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% -$2.65K ﹤0.01% 1293
2025
Q3 		$18.8K Buy
+201
New +$20.3K ﹤0.01% 1151

Other funds holding UFPI

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
NCM
Narwhal Capital Management Marietta, Georgia $1.45B AUM 28.39% 1-Year Est. Return
WG
Watchman Group Plano, Texas $447M AUM 18.59% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Root Financial Partners's UFPI Position: Q2 2026 in Review

Root Financial Partners sold out of UFP Industries (UFPI) in Q2 2026, closing a stake of 320 shares — an estimated $29.5K sold.

Root Financial Partners first reported a position in UFPI in Q3 2025 and held it in 3 quarters. The position peaked at $29.5K in Q1 2026. 92 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • Root Financial Partners reported no remaining UFP Industries position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 320 UFP Industries shares in Q2 2026, an estimated $29.5K.
  • Root Financial Partners first reported a position in UFP Industries in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's UFP Industries position peaked at $29.5K in Q1 2026.
  • 92 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.