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CBIZ Investment Advisory Services’s UFP Industries UFPI Stock Holding History

CBIZ Investment Advisory Services’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 		$3.78K Hold
41
– – ﹤0.01% 260
2026
Q1 		$3.78K Sell
41
-182
-82% -$18.4K ﹤0.01% 260
2025
Q4 		$20.3K Sell
223
-1
-0.4% -$92 ﹤0.01% 263
2025
Q3 		$20.9K Buy
224
+40
+22% +$4.04K ﹤0.01% 248
2025
Q2 		$18.3K Buy
184
+2
+1% +$202 ﹤0.01% 277
2025
Q1 		$19.5K Sell
182
-2
-1% -$223 ﹤0.01% 237
2024
Q4 		$20.7K Buy
184
+51
+38% +$6.57K ﹤0.01% 211
2024
Q3 		$17.5K Buy
133
+9
+7% +$1.09K ﹤0.01% 212
2024
Q2 		$13.9K Hold
124
– – ﹤0.01% 221
2024
Q1 		$15.3K Buy
+124
New +$14.4K ﹤0.01% 220

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

CBIZ Investment Advisory Services's UFPI Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its UFP Industries (UFPI) position steady in Q2 2026 at 41 shares worth $3.78K. The position accounts for ﹤0.01% of the portfolio, ranked #260.

CBIZ Investment Advisory Services first reported a position in UFPI in Q1 2024 and has held it in 10 quarters since. The position peaked at $20.9K in Q3 2025. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • CBIZ Investment Advisory Services held 41 shares of UFP Industries worth $3.78K as of Q2 2026.
  • CBIZ Investment Advisory Services left its UFP Industries share count unchanged in Q2 2026.
  • UFP Industries made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #260 holding.
  • CBIZ Investment Advisory Services first reported a position in UFP Industries in Q1 2024 and has held it in 10 quarters since.
  • CBIZ Investment Advisory Services's UFP Industries position peaked at $20.9K in Q3 2025.
  • 385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.