Back to UFPI
Modera Wealth Management, LLC → UFPI
Modera Wealth Management, LLC UFPI Position History
UFP Industries, Inc. • Basic Materials
Quarters held
5
Latest value
$540K
Q3 2026
Peak value
$889K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $889K |
| Q4 2025 | $866K |
| Q1 2026 | $644K |
| Q2 2026 | $634K |
| Q3 2026 | $540K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $540K | 7.0K | — | — |
| Q2 2026 | $634K | 7.0K | — | — |
| Q1 2026 | $644K | 7.0K | — | — |
| Q4 2025 | $866K | 9.5K | — | — |
| Q3 2025 | $889K | 9.5K | — | — |
Other funds holding UFPI
$711.3M
$626.7M
$619.9M
$598.7M
$545.3M
$527.5M
$513.9M
$301.6M