Corient Private Wealth
UFPI icon

Corient Private Wealth’s UFP Industries UFPI Stock Holding History

Corient Private Wealth’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 		$652K Buy
7,181
+1,336
+23% +$116K ﹤0.01% 2057
2026
Q1 		$538K Sell
5,845
-3,202
-35% -$324K ﹤0.01% 1994
2025
Q4 		$825K Sell
9,047
-1,371
-13% -$126K ﹤0.01% 1606
2025
Q3 		$974K Buy
10,418
+2,882
+38% +$291K ﹤0.01% 1437
2025
Q2 		$749K Sell
7,536
-232
-3% -$23.4K ﹤0.01% 1497
2025
Q1 		$832K Sell
7,768
-4,086
-34% -$456K ﹤0.01% 1358
2024
Q4 		$1.33M Sell
11,854
-1,455
-11% -$188K ﹤0.01% 1182
2024
Q3 		$1.75M Sell
13,309
-7,203
-35% -$870K ﹤0.01% 1158
2024
Q2 		$2.3M Buy
20,512
+3,578
+21% +$416K ﹤0.01% 968
2024
Q1 		$2.08M Buy
16,934
+102
+0.6% +$11.9K ﹤0.01% 1000
2023
Q4 		$2.11M Buy
16,832
+3,525
+26% +$381K ﹤0.01% 980
2023
Q3 		$1.36M Buy
13,307
+6,698
+101% +$677K ﹤0.01% 1073
2023
Q2 		$641K Buy
6,609
+3,181
+93% +$265K ﹤0.01% 1332
2023
Q1 		$272K Buy
3,428
+428
+14% +$36.6K ﹤0.01% 1657
2022
Q4 		$238K Buy
+3,000
New +$229K ﹤0.01% 1427

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 Private Wealth's UFPI Position: Q2 2026 in Review

Corient Private Wealth increased its UFP Industries (UFPI) stake by 23% in Q2 2026, buying an estimated $116K and bringing the position to 7,181 shares worth $652K. The position accounts for ﹤0.01% of the portfolio, ranked #2057.

Corient Private Wealth first reported a position in UFPI in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.3M in Q2 2024. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • Corient Private Wealth held 7,181 shares of UFP Industries worth $652K as of Q2 2026.
  • Corient Private Wealth bought 1,336 UFP Industries shares in Q2 2026, an estimated $116K.
  • UFP Industries made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2057 holding.
  • Corient Private Wealth first reported a position in UFP Industries in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's UFP Industries position peaked at $2.3M in Q2 2024.
  • 385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

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