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Colonial Trust’s UFP Industries UFPI Stock Holding History

Colonial 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 		$4.56K Sell
50
-226
-82% -$19.7K ﹤0.01% 891
2026
Q1 		$25.4K Sell
276
-471
-63% -$47.6K ﹤0.01% 637
2025
Q4 		$68.1K Sell
747
-51
-6% -$4.67K 0.01% 485
2025
Q3 		$74.6K Sell
798
-82
-9% -$8.28K 0.01% 490
2025
Q2 		$87.5K Buy
880
+3
+0.3% +$303 0.01% 456
2025
Q1 		$93.9K Buy
877
+3
+0.3% +$335 0.01% 431
2024
Q4 		$98.5K Sell
874
-21
-2% -$2.71K 0.01% 449
2024
Q3 		$117K Buy
+895
New +$108K 0.02% 417
2024
Q2 		– Sell
-234
Closed -$28.8K – 1028
2024
Q1 		$28.8K Buy
+234
New +$27.2K 0.01% 596

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

Colonial Trust's UFPI Position: Q2 2026 in Review

Colonial Trust reduced its UFP Industries (UFPI) stake by 82% in Q2 2026, selling an estimated $19.7K and leaving 50 shares worth $4.56K. The position accounts for ﹤0.01% of the portfolio, ranked #891.

Colonial Trust first reported a position in UFPI in Q1 2024 and has held it in 9 quarters since. The position peaked at $117K in Q3 2024. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • Colonial Trust held 50 shares of UFP Industries worth $4.56K as of Q2 2026.
  • Colonial Trust sold 226 UFP Industries shares in Q2 2026, an estimated $19.7K.
  • UFP Industries made up ﹤0.01% of Colonial Trust's portfolio in Q2 2026, its #891 holding.
  • Colonial Trust first reported a position in UFP Industries in Q1 2024 and has held it in 9 quarters since.
  • Colonial Trust's UFP Industries position peaked at $117K in Q3 2024.
  • 385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Colonial Trust's 13F filing for Q2 2026, filed 11 Aug 2026.