Back to UFPI
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → UFPI
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC UFPI Position History
UFP Industries, Inc. • Basic Materials
Quarters held
5
Latest value
$989K
Q3 2026
Peak value
$1.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.6M |
| Q4 2025 | $1.6M |
| Q1 2026 | $1.2M |
| Q2 2026 | $1.1M |
| Q3 2026 | $989K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $989K | 30.9K | — | — |
| Q2 2026 | $1.1M | 30.2K | — | — |
| Q1 2026 | $1.2M | 30.2K | — | — |
| Q4 2025 | $1.6M | 16.6K | — | — |
| Q3 2025 | $1.6M | 17.9K | — | — |
Other funds holding UFPI
$711.3M
$626.7M
$619.9M
$598.7M
$545.3M
$527.5M
$513.9M
$301.6M