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Edgestream Partners’s UFP Industries UFPI Stock Holding History

Edgestream Partners’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 		– Sell
-7,736
Closed -$713K – 1144
2026
Q1 		$713K Buy
+7,736
New +$782K 0.02% 686
2025
Q3 		– Sell
-39,321
Closed -$3.91M – 1066
2025
Q2 		$3.91M Buy
+39,321
New +$3.97M 0.11% 357
2025
Q1 		– Sell
-19,492
Closed -$2.2M – 1084
2024
Q4 		$2.2M Buy
19,492
+12,044
+162% +$1.55M 0.09% 383
2024
Q3 		$977K Sell
7,448
-9,848
-57% -$1.19M 0.04% 571
2024
Q2 		$1.94M Sell
17,296
-19,312
-53% -$2.24M 0.09% 347
2024
Q1 		$4.5M Buy
36,608
+28,870
+373% +$3.35M 0.22% 139
2023
Q4 		$972K Sell
7,738
-3,381
-30% -$365K 0.07% 449
2023
Q3 		$1.14M Sell
11,119
-6,826
-38% -$690K 0.09% 358
2023
Q2 		$1.74M Buy
+17,945
New +$1.5M 0.16% 220

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

Edgestream Partners's UFPI Position: Q2 2026 in Review

Edgestream Partners sold out of UFP Industries (UFPI) in Q2 2026, closing a stake of 7,736 shares — an estimated $713K sold.

Edgestream Partners first reported a position in UFPI in Q2 2023 and held it in 9 quarters. The position peaked at $4.5M in Q1 2024. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • Edgestream Partners reported no remaining UFP Industries position as of Q2 2026 after selling out during the quarter.
  • Edgestream Partners sold 7,736 UFP Industries shares in Q2 2026, an estimated $713K.
  • Edgestream Partners first reported a position in UFP Industries in Q2 2023 and held it in 9 quarters.
  • Edgestream Partners's UFP Industries position peaked at $4.5M in Q1 2024.
  • 385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.