CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s UFP Industries UFPI Stock Holding History

CAPTRUST Financial 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 		$384K Buy
4,235
+476
+13% +$41.5K ﹤0.01% 2381
2026
Q1 		$346K Sell
3,759
-587
-14% -$59.3K ﹤0.01% 2293
2025
Q4 		$396K Buy
4,346
+171
+4% +$15.7K ﹤0.01% 2048
2025
Q3 		$390K Buy
4,175
+131
+3% +$13.2K ﹤0.01% 1991
2025
Q2 		$402K Sell
4,044
-1,023
-20% -$103K ﹤0.01% 1869
2025
Q1 		$542K Buy
5,067
+906
+22% +$101K ﹤0.01% 1599
2024
Q4 		$469K Sell
4,161
-95
-2% -$12.2K ﹤0.01% 1637
2024
Q3 		$558K Sell
4,256
-27
-0.6% -$3.26K ﹤0.01% 1510
2024
Q2 		$480K Sell
4,283
-37
-0.9% -$4.3K ﹤0.01% 1526
2024
Q1 		$531K Sell
4,320
-3,919
-48% -$455K ﹤0.01% 1456
2023
Q4 		$1.03M Buy
8,239
+2,183
+36% +$236K ﹤0.01% 1244
2023
Q3 		$620K Sell
6,056
-6,740
-53% -$681K ﹤0.01% 1495
2023
Q2 		$1.24M Buy
12,796
+8,343
+187% +$696K ﹤0.01% 1081
2023
Q1 		$354K Buy
4,453
+19
+0.4% +$1.63K ﹤0.01% 1627
2022
Q4 		$351K Sell
4,434
-11
-0.2% -$840 ﹤0.01% 1543
2022
Q3 		$321K Buy
4,445
+267
+6% +$21.2K ﹤0.01% 1494
2022
Q2 		$285K Buy
4,178
+106
+3% +$7.99K ﹤0.01% 1454
2022
Q1 		$314K Buy
4,072
+2,131
+110% +$178K ﹤0.01% 1415
2021
Q4 		$179K Sell
1,941
-1,468
-43% -$123K ﹤0.01% 1719
2021
Q3 		$232K Buy
3,409
+289
+9% +$21K ﹤0.01% 1456
2021
Q2 		$232K Sell
3,120
-73
-2% -$5.76K ﹤0.01% 1412
2021
Q1 		$242K Buy
3,193
+3,066
+2,414% +$192K ﹤0.01% 1343
2020
Q4 		$7K Buy
127
+60
+90% +$3.29K ﹤0.01% 2715
2020
Q3 		$4K Buy
+67
New +$3.78K ﹤0.01% 2605
2019
Q4 		– Sell
-900
Closed -$36K – 1764
2019
Q3 		$36K Hold
900
– – ﹤0.01% 1106
2019
Q2 		$34K Hold
900
– – ﹤0.01% 1119
2019
Q1 		$27K Buy
+900
New +$27K ﹤0.01% 1075

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

CAPTRUST Financial Advisors's UFPI Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its UFP Industries (UFPI) stake by 13% in Q2 2026, buying an estimated $41.5K and bringing the position to 4,235 shares worth $384K. The position accounts for ﹤0.01% of the portfolio, ranked #2381.

CAPTRUST Financial Advisors first reported a position in UFPI in Q1 2019 and has held it in 27 quarters since. The position peaked at $1.24M in Q2 2023. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • CAPTRUST Financial Advisors held 4,235 shares of UFP Industries worth $384K as of Q2 2026.
  • CAPTRUST Financial Advisors bought 476 UFP Industries shares in Q2 2026, an estimated $41.5K.
  • UFP Industries made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2381 holding.
  • CAPTRUST Financial Advisors first reported a position in UFP Industries in Q1 2019 and has held it in 27 quarters since.
  • CAPTRUST Financial Advisors's UFP Industries position peaked at $1.24M in Q2 2023.
  • 385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.