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TFG Advisers’s UFP Industries UFPI Stock Holding History

TFG Advisers’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
-1,923
Closed -$206K – 212
2025
Q1 		$206K Buy
1,923
+4
+0.2% +$446 0.07% 205
2024
Q4 		$216K Buy
1,919
+41
+2% +$5.28K 0.08% 199
2024
Q3 		$246K Buy
1,878
+4
+0.2% +$483 0.09% 189
2024
Q2 		$210K Buy
1,874
+3
+0.2% +$349 0.08% 190
2024
Q1 		$230K Buy
1,871
+92
+5% +$10.7K 0.09% 189
2023
Q4 		$223K Buy
+1,779
New +$192K 0.09% 190

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

TFG Advisers's UFPI Position: Q2 2025 in Review

TFG Advisers sold out of UFP Industries (UFPI) in Q2 2025, closing a stake of 1,923 shares — an estimated $206K sold.

TFG Advisers first reported a position in UFPI in Q4 2023 and held it in 6 quarters. The position peaked at $246K in Q3 2024. 432 funds tracked by Wall St. Rank hold UFPI as of Q2 2025.

  • TFG Advisers reported no remaining UFP Industries position as of Q2 2025 after selling out during the quarter.
  • TFG Advisers sold 1,923 UFP Industries shares in Q2 2025, an estimated $206K.
  • TFG Advisers first reported a position in UFP Industries in Q4 2023 and held it in 6 quarters.
  • TFG Advisers's UFP Industries position peaked at $246K in Q3 2024.
  • 432 funds tracked by Wall St. Rank held UFP Industries as of Q2 2025.

Based on TFG Advisers's 13F filing for Q2 2025, filed 21 Jul 2025.