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Basepoint Wealth’s UFP Industries UFPI Stock Holding History

Basepoint 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 		$4.32K Buy
48
+1
+2% +$87 ﹤0.01% 481
2026
Q1 		$4.36K Hold
47
– – ﹤0.01% 496
2025
Q4 		$4.29K Buy
+47
New +$4.3K ﹤0.01% 472

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

Basepoint Wealth's UFPI Position: Q2 2026 in Review

Basepoint Wealth increased its UFP Industries (UFPI) stake by 2.1% in Q2 2026, buying an estimated $87 and bringing the position to 48 shares worth $4.32K. The position accounts for ﹤0.01% of the portfolio, ranked #481.

Basepoint Wealth first reported a position in UFPI in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.36K in Q1 2026. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • Basepoint Wealth held 48 shares of UFP Industries worth $4.32K as of Q2 2026.
  • Basepoint Wealth bought 1 UFP Industries share in Q2 2026, an estimated $87.
  • UFP Industries made up ﹤0.01% of Basepoint Wealth's portfolio in Q2 2026, its #481 holding.
  • Basepoint Wealth first reported a position in UFP Industries in Q4 2025 and has held it in 3 quarters since.
  • Basepoint Wealth's UFP Industries position peaked at $4.36K in Q1 2026.
  • 385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.