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Bay Harbor Wealth Management’s UFP Industries UFPI Stock Holding History

Bay Harbor Wealth Management’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 		$998 Buy
11
+1
+10% +$87 ﹤0.01% 868
2026
Q1 		$921 Buy
10
+3
+43% +$303 ﹤0.01% 801
2025
Q4 		$637 Buy
7
+3
+75% +$275 ﹤0.01% 773
2025
Q3 		$373 Buy
4
+2
+100% +$202 ﹤0.01% 836
2025
Q2 		$198 Hold
2
– – ﹤0.01% 918
2025
Q1 		$214 Buy
+2
New +$223 ﹤0.01% 647

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

Bay Harbor Wealth Management's UFPI Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its UFP Industries (UFPI) stake by 10% in Q2 2026, buying an estimated $87 and bringing the position to 11 shares worth $998. The position accounts for ﹤0.01% of the portfolio, ranked #868.

Bay Harbor Wealth Management first reported a position in UFPI in Q1 2025 and has held it in 6 quarters since. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • Bay Harbor Wealth Management held 11 shares of UFP Industries worth $998 as of Q2 2026.
  • Bay Harbor Wealth Management bought 1 UFP Industries share in Q2 2026, an estimated $87.
  • UFP Industries made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #868 holding.
  • Bay Harbor Wealth Management first reported a position in UFP Industries in Q1 2025 and has held it in 6 quarters since.
  • 385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.