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Callan Family Office’s UFP Industries UFPI Stock Holding History

Callan Family Office’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 		$3.63M Sell
40,056
-67
-0.2% -$5.83K 0.07% 248
2026
Q1 		$3.7M Buy
40,123
+12,840
+47% +$1.3M 0.08% 238
2025
Q4 		$2.48M Sell
27,283
-14,661
-35% -$1.34M 0.05% 314
2025
Q3 		$3.92M Sell
41,944
-1,757
-4% -$177K 0.13% 172
2025
Q2 		$4.34M Buy
43,701
+40,122
+1,121% +$4.05M 0.14% 169
2025
Q1 		$383K Sell
3,579
-1,763
-33% -$197K 0.03% 382
2024
Q4 		$602K Buy
+5,342
New +$688K 0.04% 336

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

Callan Family Office's UFPI Position: Q2 2026 in Review

Callan Family Office reduced its UFP Industries (UFPI) stake by 0.17% in Q2 2026, selling an estimated $5.83K and leaving 40,056 shares worth $3.63M. The position accounts for 0.07% of the portfolio, ranked #248.

Callan Family Office first reported a position in UFPI in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.34M in Q2 2025. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • Callan Family Office held 40,056 shares of UFP Industries worth $3.63M as of Q2 2026.
  • Callan Family Office sold 67 UFP Industries shares in Q2 2026, an estimated $5.83K.
  • UFP Industries made up 0.07% of Callan Family Office's portfolio in Q2 2026, its #248 holding.
  • Callan Family Office first reported a position in UFP Industries in Q4 2024 and has held it in 7 quarters since.
  • Callan Family Office's UFP Industries position peaked at $4.34M in Q2 2025.
  • 385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.