Back to UFPI
Creative Planning UFPI Position History
UFP Industries, Inc. • Basic Materials
Quarters held
8
Latest value
$7.2M
Q3 2026
Peak value
$7.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $182K |
| Q3 2025 | $2.6M |
| Q4 2025 | $5.3M |
| Q1 2026 | $5.6M |
| Q2 2026 | $171K |
| Q2 2026 | $6.6M |
| Q3 2026 | $142K |
| Q3 2026 | $7.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.2M | 93.6K | — | — |
| Q3 2026 | $142K | 1.8K | — | — |
| Q2 2026 | $6.6M | 73.3K | — | — |
| Q2 2026 | $171K | 1.9K | — | — |
| Q1 2026 | $5.6M | 60.7K | — | — |
| Q4 2025 | $5.3M | 58.2K | — | — |
| Q3 2025 | $2.6M | 27.5K | — | — |
| Q3 2025 | $182K | 2.0K | — | — |
Other funds holding UFPI
$711.3M
$626.7M
$619.9M
$598.7M
$545.3M
$527.5M
$513.9M
$301.6M