Cetera Investment Advisers
UFPI icon

Cetera Investment Advisers’s UFP Industries UFPI Stock Holding History

Cetera Investment Advisers’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 		$546K Buy
6,018
+425
+8% +$37K ﹤0.01% 3613
2026
Q1 		$515K Buy
5,593
+194
+4% +$19.6K ﹤0.01% 3488
2025
Q4 		$492K Sell
5,399
-365
-6% -$33.4K ﹤0.01% 3451
2025
Q3 		$539K Buy
5,764
+3,556
+161% +$359K ﹤0.01% 3325
2025
Q2 		$219K Sell
2,208
-521
-19% -$52.6K ﹤0.01% 3656
2025
Q1 		$292K Buy
2,729
+11
+0.4% +$1.23K ﹤0.01% 3286
2024
Q4 		$306K Buy
2,718
+215
+9% +$27.7K ﹤0.01% 3110
2024
Q3 		$328K Sell
2,503
-7
-0.3% -$845 ﹤0.01% 2984
2024
Q2 		$281K Sell
2,510
-314
-11% -$36.5K ﹤0.01% 3084
2024
Q1 		$347K Buy
2,824
+607
+27% +$70.5K ﹤0.01% 2910
2023
Q4 		$278K Sell
2,217
-51
-2% -$5.51K ﹤0.01% 1826
2023
Q3 		$232K Buy
2,268
+139
+7% +$14K ﹤0.01% 1886
2023
Q2 		$207K Buy
+2,129
New +$178K ﹤0.01% 1970

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

Cetera Investment Advisers's UFPI Position: Q2 2026 in Review

Cetera Investment Advisers increased its UFP Industries (UFPI) stake by 7.6% in Q2 2026, buying an estimated $37K and bringing the position to 6,018 shares worth $546K. The position accounts for ﹤0.01% of the portfolio, ranked #3613.

Cetera Investment Advisers 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.

  • Cetera Investment Advisers held 6,018 shares of UFP Industries worth $546K as of Q2 2026.
  • Cetera Investment Advisers bought 425 UFP Industries shares in Q2 2026, an estimated $37K.
  • UFP Industries made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3613 holding.
  • Cetera Investment Advisers 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 Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.