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Cascade Investment Advisors’s UFP Industries UFPI Stock Holding History

Cascade 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 		$1.54M Buy
16,969
+5,355
+46% +$466K 0.84% 52
2026
Q1 		$1.07M Buy
11,614
+15
+0.1% +$1.52K 0.63% 74
2025
Q4 		$1.06M Buy
11,599
+640
+6% +$58.6K 0.62% 74
2025
Q3 		$1.02M Buy
10,959
+740
+7% +$74.7K 0.62% 77
2025
Q2 		$1.02M Buy
10,219
+135
+1% +$13.6K 0.65% 75
2025
Q1 		$1.08M Buy
10,084
+70
+0.7% +$7.81K 0.73% 71
2024
Q4 		$1.13M Hold
10,014
– – 0.72% 71
2024
Q3 		$1.31M Hold
10,014
– – 0.84% 64
2024
Q2 		$1.12M Sell
10,014
-85
-0.8% -$9.88K 0.76% 70
2024
Q1 		$1.24M Sell
10,099
-130
-1% -$15.1K 0.81% 58
2023
Q4 		$1.28M Sell
10,229
-115
-1% -$12.4K 0.91% 49
2023
Q3 		$1.06M Sell
10,344
-3,170
-23% -$320K 0.84% 59
2023
Q2 		$1.31M Buy
+13,514
New +$1.13M 0.98% 43

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

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

Cascade Investment Advisors increased its UFP Industries (UFPI) stake by 46% in Q2 2026, buying an estimated $466K and bringing the position to 16,969 shares worth $1.54M. The position accounts for 0.84% of the portfolio, ranked #52.

Cascade Investment Advisors first reported a position in UFPI in Q2 2023 and has held it in 13 quarters since. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • Cascade Investment Advisors held 16,969 shares of UFP Industries worth $1.54M as of Q2 2026.
  • Cascade Investment Advisors bought 5,355 UFP Industries shares in Q2 2026, an estimated $466K.
  • UFP Industries made up 0.84% of Cascade Investment Advisors's portfolio in Q2 2026, its #52 holding.
  • Cascade Investment Advisors first reported a position in UFP Industries in Q2 2023 and has held it in 13 quarters since.
  • 385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Cascade Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.