Back to UFPI
Claro Advisors Inc. UFPI Position History
UFP Industries, Inc. • Basic Materials
Quarters held
5
Latest value
$343K
Q3 2026
Peak value
$469K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $468K |
| Q4 2025 | $457K |
| Q1 2026 | $469K |
| Q2 2026 | $430K |
| Q3 2026 | $343K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $343K | 4.4K | — | — |
| Q2 2026 | $430K | 4.7K | — | — |
| Q1 2026 | $469K | 5.1K | — | — |
| Q4 2025 | $457K | 5.0K | — | — |
| Q3 2025 | $468K | 5.0K | — | — |
Other funds holding UFPI
$711.3M
$626.7M
$619.9M
$598.7M
$545.3M
$527.5M
$513.9M
$301.6M