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Cornerstone Planning Group’s UFP Industries UFPI Stock Holding History

Cornerstone Planning Group’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 		$13.8K Buy
160
+14
+10% +$1.22K ﹤0.01% 790
2026
Q1 		$12K Buy
146
+1
+0.7% +$101 ﹤0.01% 846
2025
Q4 		$14.9K Buy
145
+127
+706% +$11.6K ﹤0.01% 676
2025
Q3 		$9.17K Buy
18
+8
+80% +$808 ﹤0.01% 800
2025
Q2 		$996 Sell
10
-35
-78% -$3.53K ﹤0.01% 1111
2025
Q1 		$4.78K Buy
45
+35
+350% +$3.9K ﹤0.01% 748
2024
Q4 		$1.19K Hold
10
– – ﹤0.01% 922
2024
Q3 		$1.23K Hold
10
– – ﹤0.01% 891
2024
Q2 		$1.17K Hold
10
– – ﹤0.01% 904
2024
Q1 		$1.17K Hold
10
– – ﹤0.01% 749
2023
Q4 		$1.26K Hold
10
– – ﹤0.01% 694
2023
Q3 		$1.02K Sell
10
-35
-78% -$3.54K ﹤0.01% 783
2023
Q2 		$4.37K Buy
+45
New +$3.75K ﹤0.01% 934
2022
Q4 		$3.79K Buy
+45
New +$3.44K ﹤0.01% 1019

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

Cornerstone Planning Group's UFPI Position: Q2 2026 in Review

Cornerstone Planning Group increased its UFP Industries (UFPI) stake by 9.6% in Q2 2026, buying an estimated $1.22K and bringing the position to 160 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #790.

Cornerstone Planning Group first reported a position in UFPI in Q4 2022 and has held it in 14 quarters since. The position peaked at $14.9K in Q4 2025. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • Cornerstone Planning Group held 160 shares of UFP Industries worth $13.8K as of Q2 2026.
  • Cornerstone Planning Group bought 14 UFP Industries shares in Q2 2026, an estimated $1.22K.
  • UFP Industries made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #790 holding.
  • Cornerstone Planning Group first reported a position in UFP Industries in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's UFP Industries position peaked at $14.9K in Q4 2025.
  • 385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.