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Evergreen Capital Management’s UFP Industries UFPI Stock Holding History

Evergreen Capital Management’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 		$216K Sell
2,379
-645
-21% -$56.2K ﹤0.01% 1429
2026
Q1 		$279K Buy
3,024
+191
+7% +$19.3K 0.01% 1175
2025
Q4 		$258K Sell
2,833
-480
-14% -$43.9K 0.01% 1131
2025
Q3 		$310K Buy
3,313
+642
+24% +$64.8K 0.01% 947
2025
Q2 		$265K Sell
2,671
-614
-19% -$62K 0.01% 860
2025
Q1 		$352K Buy
3,285
+220
+7% +$24.5K 0.01% 667
2024
Q4 		$345K Buy
3,065
+18
+0.6% +$2.32K 0.01% 669
2024
Q3 		$400K Sell
3,047
-24
-0.8% -$2.9K 0.01% 594
2024
Q2 		$344K Buy
3,071
+48
+2% +$5.58K 0.01% 605
2024
Q1 		$372K Buy
3,023
+127
+4% +$14.8K 0.01% 552
2023
Q4 		$364K Sell
2,896
-10
-0.3% -$1.08K 0.01% 518
2023
Q3 		$298K Sell
2,906
-76
-3% -$7.68K 0.01% 550
2023
Q2 		$289K Sell
2,982
-312
-9% -$26K 0.01% 571
2023
Q1 		$262K Sell
3,294
-516
-14% -$44.2K 0.01% 556
2022
Q4 		$302K Buy
3,810
+881
+30% +$67.3K 0.01% 483
2022
Q3 		$211K Buy
+2,929
New +$233K 0.01% 544
2022
Q2 		– Sell
-3,967
Closed -$306K – 686
2022
Q1 		$306K Buy
3,967
+643
+19% +$53.6K 0.01% 476
2021
Q4 		$306K Buy
3,324
+219
+7% +$18.4K 0.01% 473
2021
Q3 		$211K Buy
+3,105
New +$226K 0.01% 531

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

Evergreen Capital Management's UFPI Position: Q2 2026 in Review

Evergreen Capital Management reduced its UFP Industries (UFPI) stake by 21% in Q2 2026, selling an estimated $56.2K and leaving 2,379 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #1429.

Evergreen Capital Management first reported a position in UFPI in Q3 2021 and has held it in 19 quarters since. The position peaked at $400K in Q3 2024. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • Evergreen Capital Management held 2,379 shares of UFP Industries worth $216K as of Q2 2026.
  • Evergreen Capital Management sold 645 UFP Industries shares in Q2 2026, an estimated $56.2K.
  • UFP Industries made up ﹤0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1429 holding.
  • Evergreen Capital Management first reported a position in UFP Industries in Q3 2021 and has held it in 19 quarters since.
  • Evergreen Capital Management's UFP Industries position peaked at $400K in Q3 2024.
  • 385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.