Action Point Financial Planning’s UFP Industries UFPI Stock Holding History

Action Point Financial Planning’s Portfolio UFPI Stock Details UFPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.72K	Buy	+43	New	+$3.75K	﹤0.01%	1953

Other funds holding UFPI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Action Point Financial Planning's UFPI Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in UFP Industries (UFPI) in Q2 2026: 43 shares worth $3.72K. The stake represents ﹤0.01% of the portfolio and ranks #1953 among its holdings.

382 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

Action Point Financial Planning held 43 shares of UFP Industries worth $3.72K as of Q2 2026.
UFP Industries was a new Action Point Financial Planning position in Q2 2026.
UFP Industries made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1953 holding.
382 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.