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CVA Family Office’s UFP Industries UFPI Stock Holding History

CVA Family Office’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 		$8.08K Sell
89
-6
-6% -$523 ﹤0.01% 1088
2026
Q1 		$8.75K Buy
+95
New +$9.6K ﹤0.01% 1037
2025
Q2 		– Sell
-5
Closed -$535 – 1451
2025
Q1 		$535 Sell
5
-7
-58% -$781 ﹤0.01% 1230
2024
Q4 		$1.35K Hold
12
– – ﹤0.01% 1046
2024
Q3 		$1.57K Buy
12
+5
+71% +$604 ﹤0.01% 1007
2024
Q2 		$784 Buy
+7
New +$814 ﹤0.01% 1104

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

CVA Family Office's UFPI Position: Q2 2026 in Review

CVA Family Office reduced its UFP Industries (UFPI) stake by 6.3% in Q2 2026, selling an estimated $523 and leaving 89 shares worth $8.08K. The position accounts for ﹤0.01% of the portfolio, ranked #1088.

CVA Family Office first reported a position in UFPI in Q2 2024 and has held it in 6 quarters since. The position peaked at $8.75K in Q1 2026. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • CVA Family Office held 89 shares of UFP Industries worth $8.08K as of Q2 2026.
  • CVA Family Office sold 6 UFP Industries shares in Q2 2026, an estimated $523.
  • UFP Industries made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1088 holding.
  • CVA Family Office first reported a position in UFP Industries in Q2 2024 and has held it in 6 quarters since.
  • CVA Family Office's UFP Industries position peaked at $8.75K in Q1 2026.
  • 385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.