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Cassaday & Co Wealth Management’s UFP Industries UFPI Stock Holding History

Cassaday & Co Wealth Management’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 		– Sell
-429
Closed -$39.5K – 1428
2026
Q1 		$39.5K Buy
+429
New +$43.4K ﹤0.01% 658

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

Cassaday & Co Wealth Management's UFPI Position: Q2 2026 in Review

Cassaday & Co Wealth Management sold out of UFP Industries (UFPI) in Q2 2026, closing a stake of 429 shares — an estimated $39.5K sold.

Cassaday & Co Wealth Management first reported a position in UFPI in Q1 2026 and held it in 1 quarter. The position peaked at $39.5K in Q1 2026. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • Cassaday & Co Wealth Management reported no remaining UFP Industries position as of Q2 2026 after selling out during the quarter.
  • Cassaday & Co Wealth Management sold 429 UFP Industries shares in Q2 2026, an estimated $39.5K.
  • Cassaday & Co Wealth Management first reported a position in UFP Industries in Q1 2026 and held it in 1 quarter.
  • Cassaday & Co Wealth Management's UFP Industries position peaked at $39.5K in Q1 2026.
  • 385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.