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Corient IA’s UFP Industries UFPI Stock Holding History

Corient IA’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 		$220K Hold
2,420
– – 0.2% 158
2026
Q1 		$223K Sell
2,420
-580
-19% -$58.6K 0.21% 184
2025
Q4 		$273K Hold
3,000
– – 0.26% 159
2025
Q3 		$280K Hold
3,000
– – 0.21% 191
2025
Q2 		$298K Hold
3,000
– – 0.18% 224
2025
Q1 		$321K Buy
+3,000
New +$335K 0.23% 184

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

Corient IA's UFPI Position: Q2 2026 in Review

Corient IA held its UFP Industries (UFPI) position steady in Q2 2026 at 2,420 shares worth $220K. The position accounts for 0.2% of the portfolio, ranked #158.

Corient IA first reported a position in UFPI in Q1 2025 and has held it in 6 quarters since. The position peaked at $321K in Q1 2025. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • Corient IA held 2,420 shares of UFP Industries worth $220K as of Q2 2026.
  • Corient IA left its UFP Industries share count unchanged in Q2 2026.
  • UFP Industries made up 0.2% of Corient IA's portfolio in Q2 2026, its #158 holding.
  • Corient IA first reported a position in UFP Industries in Q1 2025 and has held it in 6 quarters since.
  • Corient IA's UFP Industries position peaked at $321K in Q1 2025.
  • 385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Corient IA's 13F filing for Q2 2026, filed 12 Aug 2026.