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Whittier Trust’s UFP Industries UFPI Stock Holding History

Whittier Trust’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
-258
Closed -$23.8K – 1429
2025
Q3 		$23.8K Hold
258
– – ﹤0.01% 977
2025
Q2 		$25.6K Sell
258
-8
-3% -$807 ﹤0.01% 1069
2025
Q1 		$28.5K Buy
266
+84
+46% +$9.37K ﹤0.01% 1039
2024
Q4 		$20.5K Buy
182
+41
+29% +$5.28K ﹤0.01% 1100
2024
Q3 		$18.5K Hold
141
– – ﹤0.01% 1125
2024
Q2 		$15.8K Buy
141
+18
+15% +$2.09K ﹤0.01% 1153
2024
Q1 		$15.1K Hold
123
– – ﹤0.01% 1194
2023
Q4 		$15.4K Sell
123
-85
-41% -$9.18K ﹤0.01% 1154
2023
Q3 		$21.3K Hold
208
– – ﹤0.01% 1104
2023
Q2 		$20.2K Hold
208
– – ﹤0.01% 1124
2023
Q1 		$16.5K Buy
208
+98
+89% +$8.39K ﹤0.01% 1193
2022
Q4 		$8.72K Buy
+110
New +$8.4K ﹤0.01% 1321
2017
Q4 		– Sell
-132
Closed -$4K – 1349
2017
Q3 		$4K Buy
+132
New +$3.81K ﹤0.01% 1174

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 $32.2B AUM 10.98% 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 $552B AUM 44.19% 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 $1.88T AUM 44.46% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Whittier Trust's UFPI Position: Q4 2025 in Review

Whittier Trust sold out of UFP Industries (UFPI) in Q4 2025, closing a stake of 258 shares — an estimated $23.8K sold.

Whittier Trust first reported a position in UFPI in Q3 2017 and held it in 13 quarters. The position peaked at $28.5K in Q1 2025. 412 funds tracked by Wall St. Rank hold UFPI as of Q4 2025.

  • Whittier Trust reported no remaining UFP Industries position as of Q4 2025 after selling out during the quarter.
  • Whittier Trust sold 258 UFP Industries shares in Q4 2025, an estimated $23.8K.
  • Whittier Trust first reported a position in UFP Industries in Q3 2017 and held it in 13 quarters.
  • Whittier Trust's UFP Industries position peaked at $28.5K in Q1 2025.
  • 412 funds tracked by Wall St. Rank held UFP Industries as of Q4 2025.

Based on Whittier Trust's 13F filing for Q4 2025, filed 26 Jan 2026.