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Addison Advisors’s UFP Industries UFPI Stock Holding History

Addison Advisors’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
Q1 		– Sell
-25
Closed -$2.28K – 997
2025
Q4 		$2.28K Buy
+25
New +$2.29K ﹤0.01% 779
2025
Q2 		– Sell
-85
Closed -$9.1K – 929
2025
Q1 		$9.1K Buy
85
+22
+35% +$2.46K ﹤0.01% 596
2024
Q4 		$7.1K Hold
63
– – ﹤0.01% 631
2024
Q3 		$8.27K Buy
63
+28
+80% +$3.38K ﹤0.01% 615
2024
Q2 		$3.92K Buy
+35
New +$4.07K ﹤0.01% 656

Other funds holding UFPI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Addison Advisors's UFPI Position: Q1 2026 in Review

Addison Advisors sold out of UFP Industries (UFPI) in Q1 2026, closing a stake of 25 shares — an estimated $2.28K sold.

Addison Advisors first reported a position in UFPI in Q2 2024 and held it in 5 quarters. The position peaked at $9.1K in Q1 2025. 395 funds tracked by Wall St. Rank hold UFPI as of Q1 2026.

  • Addison Advisors reported no remaining UFP Industries position as of Q1 2026 after selling out during the quarter.
  • Addison Advisors sold 25 UFP Industries shares in Q1 2026, an estimated $2.28K.
  • Addison Advisors first reported a position in UFP Industries in Q2 2024 and held it in 5 quarters.
  • Addison Advisors's UFP Industries position peaked at $9.1K in Q1 2025.
  • 395 funds tracked by Wall St. Rank held UFP Industries as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.