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Ufp Industries shares owned by Retirement Wealth Solutions

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

Historical chart of Retirement Wealth Solutions investment in Ufp Industries

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ufp Industries by Retirement Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.8k 84 93.17
2025-06-30 $10k 101 99.01
2025-03-31 $11k 101 106.57
2024-12-31 $11k 100 109.61

More positions owned by Retirement Wealth Solutions

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 100 Etf (OEF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core Total Usd (IUSB)

View all positions for Retirement Wealth Solutions

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