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Aptus Capital Advisors’s UFP Industries UFPI Stock Holding History

Aptus 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
-104,557
Closed -$9.63M – 1844
2026
Q1 		$9.63M Buy
104,557
+967
+0.9% +$97.7K 0.08% 222
2025
Q4 		$9.43M Buy
103,590
+503
+0.5% +$46.1K 0.07% 222
2025
Q3 		$9.64M Buy
103,087
+13,471
+15% +$1.36M 0.07% 217
2025
Q2 		$8.9M Buy
89,616
+7,842
+10% +$791K 0.07% 208
2025
Q1 		$8.75M Buy
81,774
+9,132
+13% +$1.02M 0.09% 191
2024
Q4 		$8.18M Buy
72,642
+13,983
+24% +$1.8M 0.09% 200
2024
Q3 		$7.7M Buy
58,659
+7,898
+16% +$954K 0.11% 165
2024
Q2 		$5.69M Buy
50,761
+10,034
+25% +$1.17M 0.1% 173
2024
Q1 		$5.01M Buy
40,727
+4,306
+12% +$500K 0.09% 180
2023
Q4 		$4.57M Sell
36,421
-402
-1% -$43.4K 0.13% 147
2023
Q3 		$3.77M Sell
36,823
-7,504
-17% -$758K 0.1% 158
2023
Q2 		$4.3M Buy
44,327
+3,359
+8% +$280K 0.1% 158
2023
Q1 		$3.26M Buy
40,968
+4,780
+13% +$409K 0.09% 169
2022
Q4 		$2.87M Buy
36,188
+3,844
+12% +$294K 0.09% 180
2022
Q3 		$2.33M Buy
32,344
+1,816
+6% +$144K 0.06% 191
2022
Q2 		$2.08M Buy
30,528
+4,546
+17% +$343K 0.05% 187
2022
Q1 		$2M Buy
25,982
+1,696
+7% +$142K 0.05% 205
2021
Q4 		$2.23M Buy
24,286
+4,620
+23% +$389K 0.07% 188
2021
Q3 		$1.34M Buy
19,666
+3,520
+22% +$256K 0.03% 221
2021
Q2 		$1.2M Sell
16,146
-2,989
-16% -$236K 0.04% 211
2021
Q1 		$1.45M Buy
19,135
+3,696
+24% +$231K 0.05% 169
2020
Q4 		$858K Buy
15,439
+2,464
+19% +$135K 0.04% 191
2020
Q3 		$733K Buy
+12,975
New +$732K 0.04% 183

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

Aptus Capital Advisors's UFPI Position: Q2 2026 in Review

Aptus Capital Advisors sold out of UFP Industries (UFPI) in Q2 2026, closing a stake of 104,557 shares — an estimated $9.63M sold.

Aptus Capital Advisors first reported a position in UFPI in Q3 2020 and held it in 23 quarters. The position peaked at $9.64M in Q3 2025. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • Aptus Capital Advisors reported no remaining UFP Industries position as of Q2 2026 after selling out during the quarter.
  • Aptus Capital Advisors sold 104,557 UFP Industries shares in Q2 2026, an estimated $9.63M.
  • Aptus Capital Advisors first reported a position in UFP Industries in Q3 2020 and held it in 23 quarters.
  • Aptus Capital Advisors's UFP Industries position peaked at $9.64M in Q3 2025.
  • 385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.