Centerpoint Advisors’s UFP Industries UFPI Stock Holding History

Centerpoint 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	$19K	Buy	209 +69	+49%	+$6.01K	0.01%	279
2026 Q1	$13K	Hold	140	–	–	﹤0.01%	301
2025 Q4	$13K	Hold	140	–	–	﹤0.01%	310
2025 Q3	$13K	Sell	140 -2	-1%	-$202	﹤0.01%	312
2025 Q2	$14K	Hold	142	–	–	﹤0.01%	296
2025 Q1	$15K	Hold	142	–	–	0.01%	285
2024 Q4	$16K	Hold	142	–	–	0.01%	303
2024 Q3	$19K	Hold	142	–	–	0.01%	287
2024 Q2	$16K	Sell	142 -1	-0.7%	-$116	0.01%	303
2024 Q1	$18K	Hold	143	–	–	0.01%	272
2023 Q4	$18K	Hold	143	–	–	0.01%	271
2023 Q3	$15K	Buy	143 +35	+32%	+$3.54K	0.01%	293
2023 Q2	$10K	Sell	108 -75	-41%	-$6.26K	﹤0.01%	340
2023 Q1	$15K	Buy	183 +24	+15%	+$2.05K	0.01%	317
2022 Q4	$13K	Buy	+159	New	+$12.1K	0.01%	282

Other funds holding UFPI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Centerpoint Advisors's UFPI Position: Q2 2026 in Review

Centerpoint Advisors increased its UFP Industries (UFPI) stake by 49% in Q2 2026, buying an estimated $6.01K and bringing the position to 209 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #279.

Centerpoint Advisors first reported a position in UFPI in Q4 2022 and has held it in 15 quarters since. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

Centerpoint Advisors held 209 shares of UFP Industries worth $19K as of Q2 2026.
Centerpoint Advisors bought 69 UFP Industries shares in Q2 2026, an estimated $6.01K.
UFP Industries made up 0.01% of Centerpoint Advisors's portfolio in Q2 2026, its #279 holding.
Centerpoint Advisors first reported a position in UFP Industries in Q4 2022 and has held it in 15 quarters since.
385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Centerpoint Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.