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Ufp Industries shares owned by MorganRosel Wealth Management

Quarter-by-quarter ownership of Ufp Industries (UFPI) shares owned by MorganRosel Wealth Management from 13F filings

Historical chart of MorganRosel Wealth Management investment in Ufp Industries

Tip: Access up to 7 years of quarterly data

All positions including Ufp Industries held by MorganRosel Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ufp Industries by MorganRosel Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $9.3k 94 99.36
2025-03-31 $10k 94 107.04

More positions owned by MorganRosel Wealth Management

Vanguard Total Stock Market Etf Etf (VTI)
Schwab International Equity Etf Etf (SCHF)
Spdr S&p 500 Etf Trust Etf (SPY)
Pimco Active Bond Exchange-traded Fund Etf (BOND)
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Vanguard Mid-cap Etf Etf (VO)
Vanguard Core Plus Bond Etf Etf (VPLS)
Ishares Gold Trust Micro Etf Of Benef Interest Etf (IAUM)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Schwab Us Aggregate Bond Etf Etf (SCHZ)
Vanguard Mid-cap Growth Etf Etf (VOT)
Invesco Qqq Trust Series I Etf (QQQ)
Vanguard S&p 500 Etf Etf (VOO)
Schwab Fundamental International Equity Etf Etf (FNDF)

View all positions for MorganRosel Wealth Management

Top funds holding Ufp Industries

BlackRock
Vanguard Group
Kayne Anderson Rudnick Investment Management
State Street Corporation
Robeco Investment Management
Dimensional Fund Advisors
Geode Capital Management
Daniel D. Thurber
Allspring Global Investments Holdings
Northern Trust
T. Rowe Price Investment Management
FMR
Charles Schwab Investment Management
Royce & Associates
Bank of New York Mellon

View all funds holding Ufp Industries