Atria Investments’s UFP Industries UFPI Stock Holding History

Atria Investments’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	$727K	Sell	8,011 -5,999	-43%	-$522K	0.01%	1296
2026 Q1	$1.29M	Buy	14,010 +1,112	+9%	+$112K	0.01%	922
2025 Q4	$1.17M	Sell	12,898 -794	-6%	-$72.7K	0.01%	988
2025 Q3	$1.28M	Sell	13,692 -2,624	-16%	-$265K	0.01%	926
2025 Q2	$1.62M	Buy	16,316 +251	+2%	+$25.3K	0.02%	814
2025 Q1	$1.72M	Buy	16,065 +3,474	+28%	+$388K	0.02%	767
2024 Q4	$1.42M	Buy	12,591 +1,010	+9%	+$130K	0.02%	825
2024 Q3	$1.52M	Buy	11,581 +1,871	+19%	+$226K	0.02%	768
2024 Q2	$1.09M	Buy	+9,710	New	+$1.13M	0.01%	892

Other funds holding UFPI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Atria Investments's UFPI Position: Q2 2026 in Review

Atria Investments reduced its UFP Industries (UFPI) stake by 43% in Q2 2026, selling an estimated $522K and leaving 8,011 shares worth $727K. The position accounts for 0.01% of the portfolio, ranked #1296.

Atria Investments first reported a position in UFPI in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.72M in Q1 2025. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

Atria Investments held 8,011 shares of UFP Industries worth $727K as of Q2 2026.
Atria Investments sold 5,999 UFP Industries shares in Q2 2026, an estimated $522K.
UFP Industries made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1296 holding.
Atria Investments first reported a position in UFP Industries in Q2 2024 and has held it in 9 quarters since.
Atria Investments's UFP Industries position peaked at $1.72M in Q1 2025.
385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.