Back to UFPI
Moran Wealth Management, LLC → UFPI
Moran Wealth Management, LLC UFPI Position History
UFP Industries, Inc. • Basic Materials
Quarters held
8
Latest value
$10K
Q3 2026
Peak value
$4.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2K |
| Q4 2025 | $4.7M |
| Q1 2026 | $12K |
| Q1 2026 | $2.3M |
| Q2 2026 | $2.1M |
| Q2 2026 | $12K |
| Q3 2026 | $1.8M |
| Q3 2026 | $10K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $10K | 135 | — | — |
| Q3 2026 | $1.8M | 23.8K | — | — |
| Q2 2026 | $12K | 135 | — | — |
| Q2 2026 | $2.1M | 23.3K | — | — |
| Q1 2026 | $2.3M | 25.4K | — | — |
| Q1 2026 | $12K | 135 | — | — |
| Q4 2025 | $4.7M | 51.7K | — | — |
| Q4 2025 | $2K | 20 | — | — |
Other funds holding UFPI
$711.3M
$626.7M
$619.9M
$598.7M
$545.3M
$527.5M
$513.9M
$301.6M