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Smith Shellnut Wilson’s UFP Industries UFPI Stock Holding History

Smith Shellnut Wilson’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
Q3 		– Sell
-2,069
Closed -$206K – 155
2025
Q2 		$206K Hold
2,069
– – 0.09% 134
2025
Q1 		$221K Hold
2,069
– – 0.1% 127
2024
Q4 		$233K Hold
2,069
– – 0.1% 132
2024
Q3 		$271K Hold
2,069
– – 0.12% 119
2024
Q2 		$232K Buy
+2,069
New +$240K 0.11% 128

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Smith Shellnut Wilson's UFPI Position: Q3 2025 in Review

Smith Shellnut Wilson sold out of UFP Industries (UFPI) in Q3 2025, closing a stake of 2,069 shares — an estimated $206K sold.

Smith Shellnut Wilson first reported a position in UFPI in Q2 2024 and held it in 5 quarters. The position peaked at $271K in Q3 2024. 414 funds tracked by Wall St. Rank hold UFPI as of Q3 2025.

  • Smith Shellnut Wilson reported no remaining UFP Industries position as of Q3 2025 after selling out during the quarter.
  • Smith Shellnut Wilson sold 2,069 UFP Industries shares in Q3 2025, an estimated $206K.
  • Smith Shellnut Wilson first reported a position in UFP Industries in Q2 2024 and held it in 5 quarters.
  • Smith Shellnut Wilson's UFP Industries position peaked at $271K in Q3 2024.
  • 414 funds tracked by Wall St. Rank held UFP Industries as of Q3 2025.

Based on Smith Shellnut Wilson's 13F filing for Q3 2025, filed 27 Oct 2025.