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Avantax Advisory Services’s UFP Industries UFPI Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$313K Buy
3,148
+5
+0.2% +$505 ﹤0.01% 1877
2025
Q1 		$336K Sell
3,143
-143
-4% -$16K ﹤0.01% 1757
2024
Q4 		$370K Buy
3,286
+147
+5% +$18.9K ﹤0.01% 1644
2024
Q3 		$412K Buy
3,139
+14
+0.4% +$1.69K ﹤0.01% 1550
2024
Q2 		$350K Buy
+3,125
New +$363K ﹤0.01% 1597

Other funds holding UFPI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avantax Advisory Services's UFPI Position: Q2 2025 in Review

Avantax Advisory Services increased its UFP Industries (UFPI) stake by 0.16% in Q2 2025, buying an estimated $505 and bringing the position to 3,148 shares worth $313K. The position accounts for ﹤0.01% of the portfolio, ranked #1877.

Avantax Advisory Services first reported a position in UFPI in Q2 2024 and has held it in 5 quarters since. The position peaked at $412K in Q3 2024. 432 funds tracked by Wall St. Rank hold UFPI as of Q2 2025.

  • Avantax Advisory Services held 3,148 shares of UFP Industries worth $313K as of Q2 2025.
  • Avantax Advisory Services bought 5 UFP Industries shares in Q2 2025, an estimated $505.
  • UFP Industries made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1877 holding.
  • Avantax Advisory Services first reported a position in UFP Industries in Q2 2024 and has held it in 5 quarters since.
  • Avantax Advisory Services's UFP Industries position peaked at $412K in Q3 2024.
  • 432 funds tracked by Wall St. Rank held UFP Industries as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.