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Bogart Wealth LLC’s UFP Industries UFPI Stock Holding History

Bogart Wealth LLC’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 		$817 Hold
9
– – ﹤0.01% 1660
2026
Q1 		$829 Hold
9
– – ﹤0.01% 1487
2025
Q4 		$819 Hold
9
– – ﹤0.01% 1360
2025
Q3 		$841 Hold
9
– – ﹤0.01% 1316
2025
Q2 		$894 Sell
9
-5
-36% -$505 ﹤0.01% 1241
2025
Q1 		$1.5K Sell
14
-4
-22% -$446 ﹤0.01% 1117
2024
Q4 		$2.03K Buy
+18
New +$2.32K ﹤0.01% 1092

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

Bogart Wealth LLC's UFPI Position: Q2 2026 in Review

Bogart Wealth LLC held its UFP Industries (UFPI) position steady in Q2 2026 at 9 shares worth $817. The position accounts for ﹤0.01% of the portfolio, ranked #1660.

Bogart Wealth LLC first reported a position in UFPI in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.03K in Q4 2024. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • Bogart Wealth LLC held 9 shares of UFP Industries worth $817 as of Q2 2026.
  • Bogart Wealth LLC left its UFP Industries share count unchanged in Q2 2026.
  • UFP Industries made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1660 holding.
  • Bogart Wealth LLC first reported a position in UFP Industries in Q4 2024 and has held it in 7 quarters since.
  • Bogart Wealth LLC's UFP Industries position peaked at $2.03K in Q4 2024.
  • 385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.