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Basecamp Wealth Advisors’s UFP Industries UFPI Stock Holding History

Basecamp 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 		$3.08K Hold
34
– – ﹤0.01% 1272
2026
Q1 		$3.13K Hold
34
– – ﹤0.01% 1290
2025
Q4 		$3.1K Buy
+34
New +$3.11K ﹤0.01% 1264

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

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

Basecamp Wealth Advisors held its UFP Industries (UFPI) position steady in Q2 2026 at 34 shares worth $3.08K. The position accounts for ﹤0.01% of the portfolio, ranked #1272.

Basecamp Wealth Advisors first reported a position in UFPI in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.13K in Q1 2026. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • Basecamp Wealth Advisors held 34 shares of UFP Industries worth $3.08K as of Q2 2026.
  • Basecamp Wealth Advisors left its UFP Industries share count unchanged in Q2 2026.
  • UFP Industries made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1272 holding.
  • Basecamp Wealth Advisors first reported a position in UFP Industries in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's UFP Industries position peaked at $3.13K in Q1 2026.
  • 385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.