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Venturi Wealth Management’s UFP Industries UFPI Stock Holding History

Venturi 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
Q3 		– Sell
-2,052
Closed -$204K – 603
2025
Q2 		$204K Hold
2,052
– – 0.01% 519
2025
Q1 		$220K Hold
2,052
– – 0.01% 523
2024
Q4 		$231K Buy
+2,052
New +$264K 0.01% 510

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

Venturi Wealth Management's UFPI Position: Q3 2025 in Review

Venturi Wealth Management sold out of UFP Industries (UFPI) in Q3 2025, closing a stake of 2,052 shares — an estimated $204K sold.

Venturi Wealth Management first reported a position in UFPI in Q4 2024 and held it in 3 quarters. The position peaked at $231K in Q4 2024. 414 funds tracked by Wall St. Rank hold UFPI as of Q3 2025.

  • Venturi Wealth Management reported no remaining UFP Industries position as of Q3 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 2,052 UFP Industries shares in Q3 2025, an estimated $204K.
  • Venturi Wealth Management first reported a position in UFP Industries in Q4 2024 and held it in 3 quarters.
  • Venturi Wealth Management's UFP Industries position peaked at $231K in Q4 2024.
  • 414 funds tracked by Wall St. Rank held UFP Industries as of Q3 2025.

Based on Venturi Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.