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Clearstead Advisors’s UFP Industries UFPI Stock Holding History

Clearstead 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 		$2.81K Buy
31
+11
+55% +$958 ﹤0.01% 2359
2026
Q1 		$1.84K Sell
20
-190
-90% -$19.2K ﹤0.01% 1919
2025
Q4 		$19.1K Buy
210
+119
+131% +$10.9K ﹤0.01% 1728
2025
Q3 		$8.51K Buy
91
+30
+49% +$3.03K ﹤0.01% 1973
2025
Q2 		$6.06K Buy
61
+59
+2,950% +$5.95K ﹤0.01% 2055
2025
Q1 		$215 Sell
2
-33
-94% -$3.68K ﹤0.01% 2123
2024
Q4 		$3.94K Buy
+35
New +$4.51K ﹤0.01% 1759
2024
Q3 		– Sell
-25
Closed -$2.8K – 2112
2024
Q2 		$2.8K Hold
25
– – ﹤0.01% 1778
2024
Q1 		$2.97K Buy
+25
New +$2.9K ﹤0.01% 1259
2023
Q2 		– Sell
-292
Closed -$23.2K – 1445
2023
Q1 		$23.2K Hold
292
– – ﹤0.01% 823
2022
Q4 		$23.1K Hold
292
– – ﹤0.01% 776
2022
Q3 		$21K Hold
292
– – ﹤0.01% 767
2022
Q2 		$20K Hold
292
– – ﹤0.01% 806
2022
Q1 		$23K Sell
292
-247
-46% -$20.6K ﹤0.01% 838
2021
Q4 		$50K Sell
539
-95
-15% -$7.99K ﹤0.01% 656
2021
Q3 		$43K Buy
+634
New +$46.1K ﹤0.01% 637

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

Clearstead Advisors's UFPI Position: Q2 2026 in Review

Clearstead Advisors increased its UFP Industries (UFPI) stake by 55% in Q2 2026, buying an estimated $958 and bringing the position to 31 shares worth $2.81K. The position accounts for ﹤0.01% of the portfolio, ranked #2359.

Clearstead Advisors first reported a position in UFPI in Q3 2021 and has held it in 16 quarters since. The position peaked at $50K in Q4 2021. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • Clearstead Advisors held 31 shares of UFP Industries worth $2.81K as of Q2 2026.
  • Clearstead Advisors bought 11 UFP Industries shares in Q2 2026, an estimated $958.
  • UFP Industries made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2359 holding.
  • Clearstead Advisors first reported a position in UFP Industries in Q3 2021 and has held it in 16 quarters since.
  • Clearstead Advisors's UFP Industries position peaked at $50K in Q4 2021.
  • 385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.