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Annis Gardner Whiting Capital Advisors’s UFP Industries UFPI Stock Holding History

Annis Gardner Whiting Capital 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
Q2 		– Sell
-112
Closed -$10.3K – 1193
2026
Q1 		$10.3K Hold
112
– – ﹤0.01% 860
2025
Q4 		$10.2K Sell
112
-3,000
-96% -$275K ﹤0.01% 774
2025
Q3 		$291K Buy
3,112
+200
+7% +$20.2K 0.06% 236
2025
Q2 		$289K Sell
2,912
-6
-0.2% -$605 0.1% 177
2025
Q1 		$312K Buy
2,918
+2,806
+2,505% +$313K 0.13% 147
2024
Q4 		$12.6K Hold
112
– – ﹤0.01% 504
2024
Q3 		$14.7K Sell
112
-306
-73% -$37K ﹤0.01% 505
2024
Q2 		$46.8K Buy
418
+118
+39% +$13.7K 0.01% 411
2024
Q1 		$36.9K Buy
300
+188
+168% +$21.8K 0.01% 439
2023
Q4 		$14.1K Hold
112
– – 0.01% 448
2023
Q3 		$11.5K Buy
+112
New +$11.3K 0.01% 450

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

Annis Gardner Whiting Capital Advisors's UFPI Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of UFP Industries (UFPI) in Q2 2026, closing a stake of 112 shares — an estimated $10.3K sold.

Annis Gardner Whiting Capital Advisors first reported a position in UFPI in Q3 2023 and held it in 11 quarters. The position peaked at $312K in Q1 2025. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining UFP Industries position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 112 UFP Industries shares in Q2 2026, an estimated $10.3K.
  • Annis Gardner Whiting Capital Advisors first reported a position in UFP Industries in Q3 2023 and held it in 11 quarters.
  • Annis Gardner Whiting Capital Advisors's UFP Industries position peaked at $312K in Q1 2025.
  • 385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.