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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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $552B AUM 44.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

True Wealth Design's UFPI Position: Q1 2026 in Review

True Wealth Design sold out of UFP Industries (UFPI) in Q1 2026, closing a stake of 31 shares — an estimated $2.82K sold.

True Wealth Design first reported a position in UFPI in Q4 2022 and held it in 7 quarters. The position peaked at $968K in Q2 2023. 397 funds tracked by Wall St. Rank hold UFPI as of Q1 2026.

  • True Wealth Design reported no remaining UFP Industries position as of Q1 2026 after selling out during the quarter.
  • True Wealth Design sold 31 UFP Industries shares in Q1 2026, an estimated $2.82K.
  • True Wealth Design first reported a position in UFP Industries in Q4 2022 and held it in 7 quarters.
  • True Wealth Design's UFP Industries position peaked at $968K in Q2 2023.
  • 397 funds tracked by Wall St. Rank held UFP Industries as of Q1 2026.

Based on True Wealth Design's 13F filing for Q1 2026, filed 13 Apr 2026.