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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
Q3 		$1.54K Buy
20
+18
+900% +$1.54K ﹤0.01% 2015
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

WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners's UFPI Position: Q3 2026 in Review

Essential Partners increased its UFP Industries (UFPI) stake by 900% in Q3 2026, buying an estimated $1.54K and bringing the position to 20 shares worth $1.54K. The position accounts for ﹤0.01% of the portfolio, ranked #2015.

Essential Partners first reported a position in UFPI in Q3 2025 and has held it in 5 quarters since. The position peaked at $4.77K in Q3 2025. 22 funds tracked by Wall St. Rank hold UFPI as of Q3 2026.

  • Essential Partners held 20 shares of UFP Industries worth $1.54K as of Q3 2026.
  • Essential Partners bought 18 UFP Industries shares in Q3 2026, an estimated $1.54K.
  • UFP Industries made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2015 holding.
  • Essential Partners first reported a position in UFP Industries in Q3 2025 and has held it in 5 quarters since.
  • Essential Partners's UFP Industries position peaked at $4.77K in Q3 2025.
  • 22 funds tracked by Wall St. Rank held UFP Industries as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.