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Bell Investment Advisors’s UFP Industries UFPI Stock Holding History

Bell Investment 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 		$636 Hold
7
– – ﹤0.01% 1655
2026
Q1 		$645 Sell
7
-11
-61% -$1.11K ﹤0.01% 1658
2025
Q4 		$1.64K Buy
18
+4
+29% +$366 ﹤0.01% 1412
2025
Q3 		$1.31K Hold
14
– – ﹤0.01% 1481
2025
Q2 		$1.39K Sell
14
-5
-26% -$505 ﹤0.01% 1485
2025
Q1 		$2.03K Buy
19
+5
+36% +$558 ﹤0.01% 1303
2024
Q4 		$1.58K Sell
14
-14
-50% -$1.8K ﹤0.01% 1419
2024
Q3 		$3.67K Hold
28
– – ﹤0.01% 1088
2024
Q2 		$3.14K Hold
28
– – ﹤0.01% 1155
2024
Q1 		$3.44K Hold
28
– – ﹤0.01% 1107
2023
Q4 		$3.52K Hold
28
– – ﹤0.01% 1072
2023
Q3 		$2.87K Buy
28
+14
+100% +$1.41K ﹤0.01% 1106
2023
Q2 		$1.36K Buy
14
+7
+100% +$584 ﹤0.01% 1478
2023
Q1 		$557 Sell
7
-12
-63% -$1.03K ﹤0.01% 1773
2022
Q4 		$1.51K Buy
19
+12
+171% +$917 ﹤0.01% 1429
2022
Q3 		$1K Buy
+7
New +$557 ﹤0.01% 1614

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

Bell Investment Advisors's UFPI Position: Q2 2026 in Review

Bell Investment Advisors held its UFP Industries (UFPI) position steady in Q2 2026 at 7 shares worth $636. The position accounts for ﹤0.01% of the portfolio, ranked #1655.

Bell Investment Advisors first reported a position in UFPI in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.67K in Q3 2024. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • Bell Investment Advisors held 7 shares of UFP Industries worth $636 as of Q2 2026.
  • Bell Investment Advisors left its UFP Industries share count unchanged in Q2 2026.
  • UFP Industries made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1655 holding.
  • Bell Investment Advisors first reported a position in UFP Industries in Q3 2022 and has held it in 16 quarters since.
  • Bell Investment Advisors's UFP Industries position peaked at $3.67K in Q3 2024.
  • 385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.