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Wealthspire Advisors (New York)’s UNIFI UFI Stock Holding History

Wealthspire Advisors (New York)’s Portfolio UFI Stock Details UFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-47
Closed -$224 – 2780
2025
Q3 		$224 Buy
+47
New +$217 ﹤0.01% 2929

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2L
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PA
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Vanguard Group
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PLC
Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return
ICM
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BlackRock
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Neuberger Berman Group
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Wealthspire Advisors (New York)'s UFI Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of UNIFI (UFI) in Q4 2025, closing a stake of 47 shares — an estimated $224 sold.

Wealthspire Advisors (New York) first reported a position in UFI in Q3 2025 and held it in 1 quarter. The position peaked at $224 in Q3 2025. 49 funds tracked by Wall St. Rank hold UFI as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining UNIFI position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 47 UNIFI shares in Q4 2025, an estimated $224.
  • Wealthspire Advisors (New York) first reported a position in UNIFI in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s UNIFI position peaked at $224 in Q3 2025.
  • 49 funds tracked by Wall St. Rank held UNIFI as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.