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B. Metzler seel. Sohn & Co’s UFP Industries UFPI Stock Holding History

B. Metzler seel. Sohn & Co’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 		$2.88M Sell
31,684
-8,668
-21% -$755K 0.02% 348
2026
Q1 		$3.72M Buy
40,352
+9,799
+32% +$990K 0.03% 264
2025
Q4 		$2.78M Buy
30,553
+9,748
+47% +$892K 0.02% 326
2025
Q3 		$1.95M Sell
20,805
-1,643
-7% -$166K 0.02% 403
2025
Q2 		$2.23M Sell
22,448
-707
-3% -$71.3K 0.02% 359
2025
Q1 		$2.48M Buy
23,155
+10,133
+78% +$1.13M 0.03% 309
2024
Q4 		$1.47M Sell
13,022
-2,658
-17% -$343K 0.02% 446
2024
Q3 		$2.06M Buy
15,680
+2,364
+18% +$285K 0.02% 384
2024
Q2 		$1.49M Buy
13,316
+4,833
+57% +$562K 0.01% 438
2024
Q1 		$1.04M Sell
8,483
-19,535
-70% -$2.27M 0.01% 517
2023
Q4 		$3.52M Sell
28,018
-2,492
-8% -$269K 0.04% 235
2023
Q3 		$3.12M Sell
30,510
-24,422
-44% -$2.47M 0.05% 226
2023
Q2 		$5.33M Buy
54,932
+29,251
+114% +$2.44M 0.07% 189
2023
Q1 		$2.04M Buy
25,681
+1,939
+8% +$166K 0.03% 303
2022
Q4 		$1.88M Hold
23,742
– – 0.03% 311
2022
Q3 		$1.71M Buy
23,742
+377
+2% +$30K 0.03% 323
2022
Q2 		$1.59M Sell
23,365
-5,390
-19% -$406K 0.03% 349
2022
Q1 		$2.22M Buy
+28,755
New +$2.4M 0.03% 318

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

B. Metzler seel. Sohn & Co's UFPI Position: Q2 2026 in Review

B. Metzler seel. Sohn & Co reduced its UFP Industries (UFPI) stake by 21% in Q2 2026, selling an estimated $755K and leaving 31,684 shares worth $2.88M. The position accounts for 0.02% of the portfolio, ranked #348.

B. Metzler seel. Sohn & Co first reported a position in UFPI in Q1 2022 and has held it in 18 quarters since. The position peaked at $5.33M in Q2 2023. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • B. Metzler seel. Sohn & Co held 31,684 shares of UFP Industries worth $2.88M as of Q2 2026.
  • B. Metzler seel. Sohn & Co sold 8,668 UFP Industries shares in Q2 2026, an estimated $755K.
  • UFP Industries made up 0.02% of B. Metzler seel. Sohn & Co's portfolio in Q2 2026, its #348 holding.
  • B. Metzler seel. Sohn & Co first reported a position in UFP Industries in Q1 2022 and has held it in 18 quarters since.
  • B. Metzler seel. Sohn & Co's UFP Industries position peaked at $5.33M in Q2 2023.
  • 385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q2 2026, filed 11 Aug 2026.