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UFPI icon

Advisornet Financial’s UFP Industries UFPI Stock Holding History

Advisornet Financial’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 		– Sell
-5
Closed -$461 – 2368
2026
Q1 		$461 Buy
5
+2
+67% +$202 ﹤0.01% 2101
2025
Q4 		$273 Buy
+3
New +$275 ﹤0.01% 2152
2025
Q2 		– Sell
-58
Closed -$6.21K – 2372
2025
Q1 		$6.21K Buy
58
+57
+5,700% +$6.36K ﹤0.01% 1558
2024
Q4 		$113 Sell
1
-2
-67% -$258 ﹤0.01% 1923
2024
Q3 		$394 Sell
3
-24
-89% -$2.9K ﹤0.01% 2047
2024
Q2 		$3.02K Buy
27
+25
+1,250% +$2.9K ﹤0.01% 1555
2024
Q1 		$246 Sell
2
-24
-92% -$2.79K ﹤0.01% 1950
2023
Q4 		$3.26K Buy
26
+3
+13% +$324 ﹤0.01% 1588
2023
Q3 		$2.35K Hold
23
– – ﹤0.01% 1591
2023
Q2 		$2.23K Buy
23
+5
+28% +$417 ﹤0.01% 1689
2023
Q1 		$1.43K Sell
18
-1
-5% -$86 ﹤0.01% 1790
2022
Q4 		$1.51K Buy
+19
New +$1.45K ﹤0.01% 1726
2021
Q3 		– Sell
-500
Closed -$37K – 2002
2021
Q2 		$37K Buy
+500
New +$39.5K ﹤0.01% 1073

Other funds holding UFPI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Advisornet Financial's UFPI Position: Q2 2026 in Review

Advisornet Financial sold out of UFP Industries (UFPI) in Q2 2026, closing a stake of 5 shares — an estimated $461 sold.

Advisornet Financial first reported a position in UFPI in Q2 2021 and held it in 13 quarters. The position peaked at $37K in Q2 2021. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • Advisornet Financial reported no remaining UFP Industries position as of Q2 2026 after selling out during the quarter.
  • Advisornet Financial sold 5 UFP Industries shares in Q2 2026, an estimated $461.
  • Advisornet Financial first reported a position in UFP Industries in Q2 2021 and held it in 13 quarters.
  • Advisornet Financial's UFP Industries position peaked at $37K in Q2 2021.
  • 385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.