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Claro Advisors’s UFP Industries UFPI Stock Holding History

Claro 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 		$430K Sell
4,737
-357
-7% -$31.1K 0.05% 305
2026
Q1 		$469K Buy
5,094
+77
+2% +$7.78K 0.06% 252
2025
Q4 		$457K Buy
5,017
+14
+0.3% +$1.28K 0.06% 242
2025
Q3 		$468K Sell
5,003
-3
-0.1% -$303 0.07% 237
2025
Q2 		$497K Sell
5,006
-469
-9% -$47.3K 0.08% 208
2025
Q1 		$586K Buy
5,475
+53
+1% +$5.91K 0.08% 232
2024
Q4 		$611K Buy
5,422
+6
+0.1% +$773 0.08% 219
2024
Q3 		$711K Buy
5,416
+5
+0.1% +$604 0.09% 212
2024
Q2 		$606K Sell
5,411
-3,000
-36% -$349K 0.09% 212
2024
Q1 		$1.03M Hold
8,411
– – 0.18% 124
2023
Q4 		$1.06M Hold
8,411
– – 0.23% 98
2023
Q3 		$861K Buy
8,411
+2
+0% +$202 0.22% 106
2023
Q2 		$816K Buy
+8,409
New +$701K 0.2% 119
2019
Q1 		– Sell
-132
Closed -$5K – 884
2018
Q4 		$5K Buy
+132
New +$3.79K ﹤0.01% 798

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

Claro Advisors's UFPI Position: Q2 2026 in Review

Claro Advisors reduced its UFP Industries (UFPI) stake by 7% in Q2 2026, selling an estimated $31.1K and leaving 4,737 shares worth $430K. The position accounts for 0.05% of the portfolio, ranked #305.

Claro Advisors first reported a position in UFPI in Q4 2018 and has held it in 14 quarters since. The position peaked at $1.06M in Q4 2023. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • Claro Advisors held 4,737 shares of UFP Industries worth $430K as of Q2 2026.
  • Claro Advisors sold 357 UFP Industries shares in Q2 2026, an estimated $31.1K.
  • UFP Industries made up 0.05% of Claro Advisors's portfolio in Q2 2026, its #305 holding.
  • Claro Advisors first reported a position in UFP Industries in Q4 2018 and has held it in 14 quarters since.
  • Claro Advisors's UFP Industries position peaked at $1.06M in Q4 2023.
  • 385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.