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Avion Wealth’s UFP Industries UFPI Stock Holding History

Avion Wealth’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 		$0 Hold
6
– – ﹤0.01% 1749
2026
Q1 		$0 Hold
6
– – ﹤0.01% 1610
2025
Q4 		$0 Buy
+6
New +$549 ﹤0.01% 1597
2025
Q2 		– Sell
-4
Closed – – 1622
2025
Q1 		$0 Buy
+4
New +$446 ﹤0.01% 1359
2023
Q2 		– Sell
-6
Closed – – 1036
2023
Q1 		$0 Buy
+6
New +$513 ﹤0.01% 773

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

Avion Wealth's UFPI Position: Q2 2026 in Review

Avion Wealth held its UFP Industries (UFPI) position steady in Q2 2026 at 6 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1749.

Avion Wealth first reported a position in UFPI in Q1 2023 and has held it in 5 quarters since. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • Avion Wealth held 6 shares of UFP Industries worth $0 as of Q2 2026.
  • Avion Wealth left its UFP Industries share count unchanged in Q2 2026.
  • UFP Industries made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1749 holding.
  • Avion Wealth first reported a position in UFP Industries in Q1 2023 and has held it in 5 quarters since.
  • 385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.