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Apollon Wealth Management’s UFP Industries UFPI Stock Holding History

Apollon Wealth Management’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 		$211K Sell
2,325
-1,875
-45% -$163K ﹤0.01% 1461
2026
Q1 		$387K Buy
4,200
+1,298
+45% +$131K 0.01% 979
2025
Q4 		$264K Sell
2,902
-1,350
-32% -$124K ﹤0.01% 1114
2025
Q3 		$398K Sell
4,252
-126
-3% -$12.7K 0.01% 921
2025
Q2 		$435K Sell
4,378
-109
-2% -$11K 0.01% 850
2025
Q1 		$480K Buy
4,487
+637
+17% +$71.1K 0.01% 769
2024
Q4 		$434K Sell
3,850
-45
-1% -$5.8K 0.01% 805
2024
Q3 		$511K Sell
3,895
-20
-0.5% -$2.42K 0.01% 716
2024
Q2 		$438K Sell
3,915
-88
-2% -$10.2K 0.01% 732
2024
Q1 		$492K Sell
4,003
-395
-9% -$45.9K 0.02% 703
2023
Q4 		$552K Buy
+4,398
New +$475K 0.02% 622

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

Apollon Wealth Management's UFPI Position: Q2 2026 in Review

Apollon Wealth Management reduced its UFP Industries (UFPI) stake by 45% in Q2 2026, selling an estimated $163K and leaving 2,325 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #1461.

Apollon Wealth Management first reported a position in UFPI in Q4 2023 and has held it in 11 quarters since. The position peaked at $552K in Q4 2023. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • Apollon Wealth Management held 2,325 shares of UFP Industries worth $211K as of Q2 2026.
  • Apollon Wealth Management sold 1,875 UFP Industries shares in Q2 2026, an estimated $163K.
  • UFP Industries made up ﹤0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1461 holding.
  • Apollon Wealth Management first reported a position in UFP Industries in Q4 2023 and has held it in 11 quarters since.
  • Apollon Wealth Management's UFP Industries position peaked at $552K in Q4 2023.
  • 385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.