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Unique Wealth Strategies’s UFP Industries UFPI Stock Holding History

Unique Wealth Strategies’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
2024
Q3 		– Sell
-6,057
Closed -$745K – 643
2024
Q2 		$745K Hold
6,057
– – 0.35% 81
2024
Q1 		$745K Buy
+6,057
New +$704K 0.36% 81

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Unique Wealth Strategies's UFPI Position: Q3 2024 in Review

Unique Wealth Strategies sold out of UFP Industries (UFPI) in Q3 2024, closing a stake of 6,057 shares — an estimated $745K sold.

Unique Wealth Strategies first reported a position in UFPI in Q1 2024 and held it in 2 quarters. The position peaked at $745K in Q2 2024. 439 funds tracked by Wall St. Rank hold UFPI as of Q3 2024.

  • Unique Wealth Strategies reported no remaining UFP Industries position as of Q3 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 6,057 UFP Industries shares in Q3 2024, an estimated $745K.
  • Unique Wealth Strategies first reported a position in UFP Industries in Q1 2024 and held it in 2 quarters.
  • Unique Wealth Strategies's UFP Industries position peaked at $745K in Q2 2024.
  • 439 funds tracked by Wall St. Rank held UFP Industries as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.