TWD
UFPI icon

True Wealth Design’s UFP Industries UFPI Stock Holding History

True Wealth Design’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
Q1 		– Sell
-31
Closed -$2.82K – 2820
2025
Q4 		$2.82K Buy
31
+30
+3,000% +$2.75K ﹤0.01% 1321
2025
Q3 		$94 Hold
1
– – ﹤0.01% 2458
2025
Q2 		$100 Hold
1
– – ﹤0.01% 2238
2025
Q1 		$108 Buy
+1
New +$112 ﹤0.01% 2165
2023
Q4 		– Sell
-8,441
Closed -$864K – 809
2023
Q3 		$864K Sell
8,441
-1,530
-15% -$155K 0.29% 32
2023
Q2 		$968K Buy
+9,971
New +$832K 0.35% 29
2023
Q1 		– Sell
-10,482
Closed -$831K – 896
2022
Q4 		$831K Buy
+10,482
New +$801K 0.38% 40

Other funds holding UFPI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return