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Wealthspire Advisors (New York)’s UFP Industries UFPI Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-144
Closed -$13.5K – 2782
2025
Q3 		$13.5K Buy
+144
New +$14.5K ﹤0.01% 1876

Other funds holding UFPI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $113B AUM 38.87% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealthspire Advisors (New York)'s UFPI Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of UFP Industries (UFPI) in Q4 2025, closing a stake of 144 shares — an estimated $13.5K sold.

Wealthspire Advisors (New York) first reported a position in UFPI in Q3 2025 and held it in 1 quarter. The position peaked at $13.5K in Q3 2025. 411 funds tracked by Wall St. Rank hold UFPI as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining UFP Industries position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 144 UFP Industries shares in Q4 2025, an estimated $13.5K.
  • Wealthspire Advisors (New York) first reported a position in UFP Industries in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s UFP Industries position peaked at $13.5K in Q3 2025.
  • 411 funds tracked by Wall St. Rank held UFP Industries as of Q4 2025.

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