CoreCap Advisors
UFPI icon

CoreCap Advisors’s UFP Industries UFPI Stock Holding History

CoreCap 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
Q3 		$154 Sell
2
-19
-90% -$1.63K ﹤0.01% 2999
2026
Q2 		$1.91K Buy
+21
New +$1.83K ﹤0.01% 2550
2024
Q3 		– Sell
-161
Closed -$18K – 2741
2024
Q2 		$18K Buy
161
+1
+0.6% +$116 ﹤0.01% 934
2024
Q1 		$19.7K Buy
+160
New +$18.6K ﹤0.01% 1487

Other funds holding UFPI

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Watchman Group
Watchman Group Plano, Texas $434M AUM 9.24% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

CoreCap Advisors's UFPI Position: Q3 2026 in Review

CoreCap Advisors reduced its UFP Industries (UFPI) stake by 90% in Q3 2026, selling an estimated $1.63K and leaving 2 shares worth $154. The position accounts for ﹤0.01% of the portfolio, ranked #2999.

CoreCap Advisors first reported a position in UFPI in Q1 2024 and has held it in 4 quarters since. The position peaked at $19.7K in Q1 2024. 59 funds tracked by Wall St. Rank hold UFPI as of Q3 2026.

  • CoreCap Advisors held 2 shares of UFP Industries worth $154 as of Q3 2026.
  • CoreCap Advisors sold 19 UFP Industries shares in Q3 2026, an estimated $1.63K.
  • UFP Industries made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2999 holding.
  • CoreCap Advisors first reported a position in UFP Industries in Q1 2024 and has held it in 4 quarters since.
  • CoreCap Advisors's UFP Industries position peaked at $19.7K in Q1 2024.
  • 59 funds tracked by Wall St. Rank held UFP Industries as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.