AWA
UFPI icon

Arkadios Wealth Advisors’s UFP Industries UFPI Stock Holding History

Arkadios Wealth 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 		$341K Sell
3,758
-878
-19% -$76.5K 0.01% 1326
2026
Q1 		$427K Sell
4,636
-12
-0.3% -$1.21K 0.01% 1191
2025
Q4 		$423K Buy
4,648
+97
+2% +$8.88K 0.01% 1088
2025
Q3 		$426K Buy
4,551
+158
+4% +$16K 0.01% 1007
2025
Q2 		$437K Buy
4,393
+123
+3% +$12.4K 0.01% 902
2025
Q1 		$457K Buy
4,270
+39
+0.9% +$4.35K 0.02% 738
2024
Q4 		$477K Buy
4,231
+14
+0.3% +$1.8K 0.03% 561
2024
Q3 		$553K Buy
4,217
+912
+28% +$110K 0.03% 506
2024
Q2 		$370K Buy
3,305
+56
+2% +$6.51K 0.03% 565
2024
Q1 		$400K Sell
3,249
-36
-1% -$4.18K 0.03% 451
2023
Q4 		$412K Buy
3,285
+35
+1% +$3.78K 0.03% 425
2023
Q3 		$333K Buy
3,250
+377
+13% +$38.1K 0.03% 455
2023
Q2 		$279K Buy
2,873
+29
+1% +$2.42K 0.03% 470
2023
Q1 		$226K Buy
2,844
+11
+0.4% +$941 0.03% 532
2022
Q4 		$225K Buy
2,833
+2
+0.1% +$153 0.03% 488
2022
Q3 		$204K Sell
2,831
-691
-20% -$55K 0.03% 488
2022
Q2 		$240K Buy
+3,522
New +$265K 0.04% 460
2021
Q4 		– Sell
-88
Closed -$5K – 1706
2021
Q3 		$5K Sell
88
-165
-65% -$12K ﹤0.01% 1619
2021
Q2 		$18K Buy
253
+22
+10% +$1.74K ﹤0.01% 1341
2021
Q1 		$17K Buy
231
+66
+40% +$4.13K ﹤0.01% 1031
2020
Q4 		$9K Buy
+165
New +$9.06K ﹤0.01% 1004

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

Arkadios Wealth Advisors's UFPI Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its UFP Industries (UFPI) stake by 19% in Q2 2026, selling an estimated $76.5K and leaving 3,758 shares worth $341K. The position accounts for 0.01% of the portfolio, ranked #1326.

Arkadios Wealth Advisors first reported a position in UFPI in Q4 2020 and has held it in 21 quarters since. The position peaked at $553K in Q3 2024. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • Arkadios Wealth Advisors held 3,758 shares of UFP Industries worth $341K as of Q2 2026.
  • Arkadios Wealth Advisors sold 878 UFP Industries shares in Q2 2026, an estimated $76.5K.
  • UFP Industries made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1326 holding.
  • Arkadios Wealth Advisors first reported a position in UFP Industries in Q4 2020 and has held it in 21 quarters since.
  • Arkadios Wealth Advisors's UFP Industries position peaked at $553K in Q3 2024.
  • 385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.