Envestnet Portfolio Solutions
UFPI icon

Envestnet Portfolio Solutions’s UFP Industries UFPI Stock Holding History

Envestnet Portfolio Solutions’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
Q1 		– Sell
-2,863
Closed -$261K – 1507
2025
Q4 		$261K Sell
2,863
-485
-14% -$44.4K ﹤0.01% 1354
2025
Q3 		$313K Buy
3,348
+81
+2% +$8.18K ﹤0.01% 1226
2025
Q2 		$325K Sell
3,267
-91
-3% -$9.18K ﹤0.01% 1302
2025
Q1 		$359K Sell
3,358
-1,024
-23% -$114K ﹤0.01% 1205
2024
Q4 		$494K Buy
4,382
+104
+2% +$13.4K ﹤0.01% 1249
2024
Q3 		$561K Buy
4,278
+1,804
+73% +$218K ﹤0.01% 1139
2024
Q2 		$277K Sell
2,474
-236
-9% -$27.4K ﹤0.01% 1421
2024
Q1 		$333K Sell
2,710
-245
-8% -$28.5K ﹤0.01% 1303
2023
Q4 		$371K Sell
2,955
-233
-7% -$25.2K ﹤0.01% 1186
2023
Q3 		$326K Buy
+3,188
New +$322K ﹤0.01% 1186

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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

Envestnet Portfolio Solutions's UFPI Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of UFP Industries (UFPI) in Q1 2026, closing a stake of 2,863 shares — an estimated $261K sold.

Envestnet Portfolio Solutions first reported a position in UFPI in Q3 2023 and held it in 10 quarters. The position peaked at $561K in Q3 2024. 397 funds tracked by Wall St. Rank hold UFPI as of Q1 2026.

  • Envestnet Portfolio Solutions reported no remaining UFP Industries position as of Q1 2026 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 2,863 UFP Industries shares in Q1 2026, an estimated $261K.
  • Envestnet Portfolio Solutions first reported a position in UFP Industries in Q3 2023 and held it in 10 quarters.
  • Envestnet Portfolio Solutions's UFP Industries position peaked at $561K in Q3 2024.
  • 397 funds tracked by Wall St. Rank held UFP Industries as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.