EWA
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EverSource Wealth Advisors’s UFP Industries UFPI Stock Holding History

EverSource Wealth Advisors’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 		$15.8K Sell
174
-249
-59% -$21.7K ﹤0.01% 2614
2026
Q1 		$39K Sell
423
-18
-4% -$1.82K ﹤0.01% 2076
2025
Q4 		$40.2K Sell
441
-49
-10% -$4.49K ﹤0.01% 1901
2025
Q3 		$45.8K Sell
490
-54
-10% -$5.45K ﹤0.01% 1773
2025
Q2 		$54.1K Buy
544
+259
+91% +$26.1K ﹤0.01% 1568
2025
Q1 		$30.5K Buy
285
+4
+1% +$446 ﹤0.01% 1470
2024
Q4 		$31.7K Sell
281
-46
-14% -$5.93K ﹤0.01% 1389
2024
Q3 		$42.9K Buy
327
+16
+5% +$1.93K ﹤0.01% 1131
2024
Q2 		$41K Buy
311
+26
+9% +$3.02K ﹤0.01% 1179
2024
Q1 		$32.1K Buy
285
+12
+4% +$1.39K ﹤0.01% 1162
2023
Q4 		$34.3K Buy
273
+46
+20% +$4.97K ﹤0.01% 1041
2023
Q3 		$23.2K Sell
227
-31
-12% -$3.13K ﹤0.01% 1071
2023
Q2 		$25K Buy
258
+38
+17% +$3.17K ﹤0.01% 1062
2023
Q1 		$17.5K Sell
220
-46
-17% -$3.94K ﹤0.01% 1130
2022
Q4 		$21.1K Sell
266
-2
-0.7% -$153 ﹤0.01% 1052
2022
Q3 		$20K Sell
268
-849
-76% -$67.5K ﹤0.01% 912
2022
Q2 		$76K Buy
1,117
+862
+338% +$65K 0.02% 462
2022
Q1 		$20K Hold
255
– – 0.01% 707
2021
Q4 		$23K Buy
+255
New +$21.4K 0.01% 634

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

EverSource Wealth Advisors's UFPI Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its UFP Industries (UFPI) stake by 59% in Q2 2026, selling an estimated $21.7K and leaving 174 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2614.

EverSource Wealth Advisors first reported a position in UFPI in Q4 2021 and has held it in 19 quarters since. The position peaked at $76K in Q2 2022. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • EverSource Wealth Advisors held 174 shares of UFP Industries worth $15.8K as of Q2 2026.
  • EverSource Wealth Advisors sold 249 UFP Industries shares in Q2 2026, an estimated $21.7K.
  • UFP Industries made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2614 holding.
  • EverSource Wealth Advisors first reported a position in UFP Industries in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's UFP Industries position peaked at $76K in Q2 2022.
  • 385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.