Commonwealth Equity Services
UFPI icon

Commonwealth Equity Services’s UFP Industries UFPI Stock Holding History

Commonwealth Equity Services’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 		$273K Sell
3,003
-244
-8% -$21.3K ﹤0.01% 3845
2026
Q1 		$299K Buy
3,247
+50
+2% +$5.05K ﹤0.01% 3651
2025
Q4 		$291K Buy
3,197
+92
+3% +$8.42K ﹤0.01% 3679
2025
Q3 		$290K Buy
3,105
+300
+11% +$30.3K ﹤0.01% 3680
2025
Q2 		$279K Sell
2,805
-180
-6% -$18.2K ﹤0.01% 3663
2025
Q1 		$319K Sell
2,985
-279
-9% -$31.1K ﹤0.01% 3441
2024
Q4 		$368K Sell
3,264
-981
-23% -$126K ﹤0.01% 3230
2024
Q3 		$557K Sell
4,245
-1,791
-30% -$216K ﹤0.01% 2810
2024
Q2 		$676K Sell
6,036
-583
-9% -$67.8K ﹤0.01% 2593
2024
Q1 		$814K Sell
6,619
-1,528
-19% -$178K ﹤0.01% 2402
2023
Q4 		$1.02M Sell
8,147
-3,895
-32% -$421K ﹤0.01% 2161
2023
Q3 		$1.23M Buy
12,042
+1,554
+15% +$157K ﹤0.01% 1926
2023
Q2 		$1.02M Buy
10,488
+7,012
+202% +$585K ﹤0.01% 2080
2023
Q1 		$276K Sell
3,476
-187
-5% -$16K ﹤0.01% 3033
2022
Q4 		$290K Sell
3,663
-44
-1% -$3.36K ﹤0.01% 2893
2022
Q3 		$267K Sell
3,707
-44
-1% -$3.5K ﹤0.01% 2921
2022
Q2 		$255K Sell
3,751
-4,009
-52% -$302K ﹤0.01% 2984
2022
Q1 		$598K Buy
7,760
+4,538
+141% +$379K ﹤0.01% 2381
2021
Q4 		$296K Sell
3,222
-104
-3% -$8.75K ﹤0.01% 2984
2021
Q3 		$226K Sell
3,326
-319
-9% -$23.2K ﹤0.01% 3169
2021
Q2 		$270K Buy
3,645
+2
+0.1% +$158 ﹤0.01% 3006
2021
Q1 		$276K Buy
+3,643
New +$228K ﹤0.01% 2849
2014
Q1 		– Sell
-19,497
Closed -$339K – 2049
2013
Q4 		$339K Buy
+19,497
New +$321K ﹤0.01% 1363

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

Commonwealth Equity Services's UFPI Position: Q2 2026 in Review

Commonwealth Equity Services reduced its UFP Industries (UFPI) stake by 7.5% in Q2 2026, selling an estimated $21.3K and leaving 3,003 shares worth $273K. The position accounts for ﹤0.01% of the portfolio, ranked #3845.

Commonwealth Equity Services first reported a position in UFPI in Q4 2013 and has held it in 23 quarters since. The position peaked at $1.23M in Q3 2023. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • Commonwealth Equity Services held 3,003 shares of UFP Industries worth $273K as of Q2 2026.
  • Commonwealth Equity Services sold 244 UFP Industries shares in Q2 2026, an estimated $21.3K.
  • UFP Industries made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3845 holding.
  • Commonwealth Equity Services first reported a position in UFP Industries in Q4 2013 and has held it in 23 quarters since.
  • Commonwealth Equity Services's UFP Industries position peaked at $1.23M in Q3 2023.
  • 385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.