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Clearstead Trust’s UFP Industries UFPI Stock Holding History

Clearstead Trust’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 		$1.63K Sell
18
-99
-85% -$8.62K ﹤0.01% 901
2026
Q1 		$10.8K Sell
117
-55
-32% -$5.56K ﹤0.01% 558
2025
Q4 		$15.7K Buy
172
+138
+406% +$12.6K ﹤0.01% 489
2025
Q3 		$3.18K Buy
34
+32
+1,600% +$3.23K ﹤0.01% 866
2025
Q2 		$199 Sell
2
-45
-96% -$4.54K ﹤0.01% 1476
2025
Q1 		$5.03K Buy
+47
New +$5.24K ﹤0.01% 602

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 Trust's UFPI Position: Q2 2026 in Review

Clearstead Trust reduced its UFP Industries (UFPI) stake by 85% in Q2 2026, selling an estimated $8.62K and leaving 18 shares worth $1.63K. The position accounts for ﹤0.01% of the portfolio, ranked #901.

Clearstead Trust first reported a position in UFPI in Q1 2025 and has held it in 6 quarters since. The position peaked at $15.7K in Q4 2025. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • Clearstead Trust held 18 shares of UFP Industries worth $1.63K as of Q2 2026.
  • Clearstead Trust sold 99 UFP Industries shares in Q2 2026, an estimated $8.62K.
  • UFP Industries made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #901 holding.
  • Clearstead Trust first reported a position in UFP Industries in Q1 2025 and has held it in 6 quarters since.
  • Clearstead Trust's UFP Industries position peaked at $15.7K in Q4 2025.
  • 385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

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