Back to UFPI
Curated Wealth Partners LLC → UFPI
Curated Wealth Partners LLC UFPI Position History
UFP Industries, Inc. • Basic Materials
Quarters held
14
Latest value
$95K
Q3 2026
Peak value
$419K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $80K |
| Q4 2025 | $383K |
| Q4 2025 | $123K |
| Q1 2026 | $105K |
| Q1 2026 | $317K |
| Q1 2026 | $210K |
| Q2 2026 | $24K |
| Q2 2026 | $78 |
| Q2 2026 | $419K |
| Q2 2026 | $170K |
| Q2 2026 | $289K |
| Q2 2026 | $49K |
| Q3 2026 | $216K |
| Q3 2026 | $95K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $95K | 1.2K | — | — |
| Q3 2026 | $216K | 2.8K | — | — |
| Q2 2026 | $49K | 537 | — | — |
| Q2 2026 | $289K | 3.2K | — | — |
| Q2 2026 | $170K | 1.9K | — | — |
| Q2 2026 | $419K | 3.5K | — | — |
| Q2 2026 | $78 | 1 | — | — |
| Q2 2026 | $24K | 225 | — | — |
| Q1 2026 | $210K | 2.3K | — | — |
| Q1 2026 | $317K | 3.4K | — | — |
| Q1 2026 | $105K | 1.1K | — | — |
| Q4 2025 | $123K | 1.3K | — | — |
| Q4 2025 | $383K | 4.2K | — | — |
| Q4 2025 | $80K | 874 | — | — |
Other funds holding UFPI
$711.3M
$626.7M
$619.9M
$598.7M
$545.3M
$527.5M
$513.9M
$301.6M