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Advisory Research’s UFP Industries UFPI Stock Holding History

Advisory Research’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
-10,063
Closed -$916K – 153
2025
Q4 		$916K Buy
10,063
+347
+4% +$31.8K 0.12% 117
2025
Q3 		$908K Buy
9,716
+357
+4% +$36K 0.12% 113
2025
Q2 		$930K Buy
9,359
+634
+7% +$64K 0.14% 107
2025
Q1 		$934K Buy
8,725
+24
+0.3% +$2.68K 0.16% 107
2024
Q4 		$980K Buy
8,701
+46
+0.5% +$5.93K 0.16% 110
2024
Q3 		$1.14M Sell
8,655
-256
-3% -$30.9K 0.2% 103
2024
Q2 		$998K Buy
8,911
+560
+7% +$65.1K 0.19% 104
2024
Q1 		$1.03M Sell
8,351
-465
-5% -$54K 0.2% 97
2023
Q4 		$1.11M Sell
8,816
-166
-2% -$17.9K 0.17% 148
2023
Q3 		$920K Sell
8,982
-355
-4% -$35.9K 0.13% 205
2023
Q2 		$906K Buy
9,337
+375
+4% +$31.3K 0.12% 216
2023
Q1 		$712K Sell
8,962
-126
-1% -$10.8K 0.12% 207
2022
Q4 		$720K Buy
9,088
+11
+0.1% +$840 0.07% 200
2022
Q3 		$655K Buy
9,077
+66
+0.7% +$5.25K 0.06% 204
2022
Q2 		$614K Buy
9,011
+1
+0% +$75 0.06% 201
2022
Q1 		$695K Buy
+9,010
New +$752K 0.06% 218
2020
Q4 		– Sell
-28,447
Closed -$1.61M – 353
2020
Q3 		$1.61M Sell
28,447
-9,032
-24% -$509K 0.16% 119
2020
Q2 		$1.86M Buy
+37,479
New +$1.6M 0.17% 117

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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

Advisory Research's UFPI Position: Q1 2026 in Review

Advisory Research sold out of UFP Industries (UFPI) in Q1 2026, closing a stake of 10,063 shares — an estimated $916K sold.

Advisory Research first reported a position in UFPI in Q2 2020 and held it in 18 quarters. The position peaked at $1.86M in Q2 2020. 397 funds tracked by Wall St. Rank hold UFPI as of Q1 2026.

  • Advisory Research reported no remaining UFP Industries position as of Q1 2026 after selling out during the quarter.
  • Advisory Research sold 10,063 UFP Industries shares in Q1 2026, an estimated $916K.
  • Advisory Research first reported a position in UFP Industries in Q2 2020 and held it in 18 quarters.
  • Advisory Research's UFP Industries position peaked at $1.86M in Q2 2020.
  • 397 funds tracked by Wall St. Rank held UFP Industries as of Q1 2026.

Based on Advisory Research's 13F filing for Q1 2026, filed 14 May 2026.