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D.A. Davidson & Co’s UFP Industries UFPI Stock Holding History

D.A. Davidson & Co’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 		$550K Sell
6,064
-18
-0.3% -$1.57K ﹤0.01% 1178
2026
Q1 		$560K Buy
6,082
+2,010
+49% +$203K ﹤0.01% 1129
2025
Q4 		$371K Sell
4,072
-65
-2% -$5.95K ﹤0.01% 1252
2025
Q3 		$387K Sell
4,137
-200
-5% -$20.2K ﹤0.01% 1221
2025
Q2 		$431K Sell
4,337
-530
-11% -$53.5K ﹤0.01% 1114
2025
Q1 		$521K Sell
4,867
-1,355
-22% -$151K ﹤0.01% 999
2024
Q4 		$701K Buy
6,222
+2,663
+75% +$343K 0.01% 898
2024
Q3 		$467K Sell
3,559
-11,460
-76% -$1.38M ﹤0.01% 1036
2024
Q2 		$1.68M Sell
15,019
-2,384
-14% -$277K 0.01% 575
2024
Q1 		$2.14M Sell
17,403
-1,033
-6% -$120K 0.02% 509
2023
Q4 		$2.31M Sell
18,436
-4,353
-19% -$470K 0.02% 466
2023
Q3 		$2.33M Buy
22,789
+2,807
+14% +$284K 0.03% 430
2023
Q2 		$1.94M Buy
19,982
+3,086
+18% +$257K 0.02% 493
2023
Q1 		$1.34M Buy
16,896
+32
+0.2% +$2.74K 0.02% 573
2022
Q4 		$1.34M Buy
16,864
+5,649
+50% +$432K 0.02% 543
2022
Q3 		$809K Buy
11,215
+2,890
+35% +$230K 0.01% 657
2022
Q2 		$567K Sell
8,325
-1,025
-11% -$77.2K 0.01% 783
2022
Q1 		$721K Buy
9,350
+475
+5% +$39.6K 0.01% 749
2021
Q4 		$817K Buy
8,875
+300
+3% +$25.2K 0.01% 712
2021
Q3 		$583K Sell
8,575
-450
-5% -$32.7K 0.01% 787
2021
Q2 		$671K Sell
9,025
-450
-5% -$35.5K 0.01% 745
2021
Q1 		$719K Buy
+9,475
New +$593K 0.01% 688
2017
Q3 		– Sell
-468
Closed -$13K – 1940
2017
Q2 		$13K Buy
+468
New +$14.2K ﹤0.01% 1959

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

D.A. Davidson & Co's UFPI Position: Q2 2026 in Review

D.A. Davidson & Co reduced its UFP Industries (UFPI) stake by 0.3% in Q2 2026, selling an estimated $1.57K and leaving 6,064 shares worth $550K. The position accounts for ﹤0.01% of the portfolio, ranked #1178.

D.A. Davidson & Co first reported a position in UFPI in Q2 2017 and has held it in 23 quarters since. The position peaked at $2.33M in Q3 2023. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • D.A. Davidson & Co held 6,064 shares of UFP Industries worth $550K as of Q2 2026.
  • D.A. Davidson & Co sold 18 UFP Industries shares in Q2 2026, an estimated $1.57K.
  • UFP Industries made up ﹤0.01% of D.A. Davidson & Co's portfolio in Q2 2026, its #1178 holding.
  • D.A. Davidson & Co first reported a position in UFP Industries in Q2 2017 and has held it in 23 quarters since.
  • D.A. Davidson & Co's UFP Industries position peaked at $2.33M in Q3 2023.
  • 385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.