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Essential Partners’s UFP Industries UFPI Stock Holding History

Essential 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 		$181 Sell
2
-2
-50% -$174 ﹤0.01% 2658
2026
Q1 		$368 Sell
4
-27
-87% -$2.73K ﹤0.01% 2517
2025
Q4 		$2.82K Sell
31
-20
-39% -$1.83K ﹤0.01% 1675
2025
Q3 		$4.77K Buy
+51
New +$5.15K ﹤0.01% 1442

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

Essential Partners's UFPI Position: Q2 2026 in Review

Essential Partners reduced its UFP Industries (UFPI) stake by 50% in Q2 2026, selling an estimated $174 and leaving 2 shares worth $181. The position accounts for ﹤0.01% of the portfolio, ranked #2658.

Essential Partners first reported a position in UFPI in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.77K in Q3 2025. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • Essential Partners held 2 shares of UFP Industries worth $181 as of Q2 2026.
  • Essential Partners sold 2 UFP Industries shares in Q2 2026, an estimated $174.
  • UFP Industries made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2658 holding.
  • Essential Partners first reported a position in UFP Industries in Q3 2025 and has held it in 4 quarters since.
  • Essential Partners's UFP Industries position peaked at $4.77K in Q3 2025.
  • 385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.