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Evolve Private Wealth’s UFP Industries UFPI Stock Holding History

Evolve Private Wealth’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 		$231K Buy
+2,541
New +$221K 0.01% 867

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

Evolve Private Wealth's UFPI Position: Q2 2026 in Review

Evolve Private Wealth opened a new position in UFP Industries (UFPI) in Q2 2026: 2,541 shares worth $231K. The stake represents 0.01% of the portfolio and ranks #867 among its holdings.

385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • Evolve Private Wealth held 2,541 shares of UFP Industries worth $231K as of Q2 2026.
  • UFP Industries was a new Evolve Private Wealth position in Q2 2026.
  • UFP Industries made up 0.01% of Evolve Private Wealth's portfolio in Q2 2026, its #867 holding.
  • 385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.