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Spire Wealth Management’s UFP Industries UFPI Stock Holding History

Spire 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
Q2 		– Sell
-51
Closed -$5.46K – 2572
2025
Q1 		$5.46K Buy
+51
New +$5.69K ﹤0.01% 2036
2022
Q3 		– Sell
-15
Closed -$1K – 2593
2022
Q2 		$1K Buy
+15
New +$1.13K ﹤0.01% 2585

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Spire Wealth Management's UFPI Position: Q2 2025 in Review

Spire Wealth Management sold out of UFP Industries (UFPI) in Q2 2025, closing a stake of 51 shares — an estimated $5.46K sold.

Spire Wealth Management first reported a position in UFPI in Q2 2022 and held it in 2 quarters. The position peaked at $5.46K in Q1 2025. 432 funds tracked by Wall St. Rank hold UFPI as of Q2 2025.

  • Spire Wealth Management reported no remaining UFP Industries position as of Q2 2025 after selling out during the quarter.
  • Spire Wealth Management sold 51 UFP Industries shares in Q2 2025, an estimated $5.46K.
  • Spire Wealth Management first reported a position in UFP Industries in Q2 2022 and held it in 2 quarters.
  • Spire Wealth Management's UFP Industries position peaked at $5.46K in Q1 2025.
  • 432 funds tracked by Wall St. Rank held UFP Industries as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.