Cerity Partners
UFPI icon

Cerity Partners’s UFP Industries UFPI Stock Holding History

Cerity Partners’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 		$381K Sell
4,201
-5,550
-57% -$483K ﹤0.01% 2621
2026
Q1 		$898K Buy
9,751
+2,642
+37% +$267K ﹤0.01% 1923
2025
Q4 		$647K Buy
7,109
+3,669
+107% +$336K ﹤0.01% 1948
2025
Q3 		$322K Sell
3,440
-1,893
-35% -$191K ﹤0.01% 2230
2025
Q2 		$530K Sell
5,333
-1,133
-18% -$114K ﹤0.01% 1825
2025
Q1 		$692K Buy
6,466
+1,503
+30% +$168K ﹤0.01% 1594
2024
Q4 		$649K Sell
4,963
-1,369
-22% -$176K ﹤0.01% 1619
2024
Q3 		$831K Buy
6,332
+4,179
+194% +$505K ﹤0.01% 1493
2024
Q2 		$241K Sell
2,153
-3,821
-64% -$444K ﹤0.01% 1930
2024
Q1 		$735K Buy
+5,974
New +$694K ﹤0.01% 1420

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cerity Partners's UFPI Position: Q2 2026 in Review

Cerity Partners reduced its UFP Industries (UFPI) stake by 57% in Q2 2026, selling an estimated $483K and leaving 4,201 shares worth $381K. The position accounts for ﹤0.01% of the portfolio, ranked #2621.

Cerity Partners first reported a position in UFPI in Q1 2024 and has held it in 10 quarters since. The position peaked at $898K in Q1 2026. 363 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • Cerity Partners held 4,201 shares of UFP Industries worth $381K as of Q2 2026.
  • Cerity Partners sold 5,550 UFP Industries shares in Q2 2026, an estimated $483K.
  • UFP Industries made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2621 holding.
  • Cerity Partners first reported a position in UFP Industries in Q1 2024 and has held it in 10 quarters since.
  • Cerity Partners's UFP Industries position peaked at $898K in Q1 2026.
  • 363 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.