Focus Partners Wealth’s UFP Industries UFPI Stock Holding History

Focus Partners 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	$4.18M	Sell	46,038 -4,485	-9%	-$391K	﹤0.01%	1042
2026 Q1	$4.65M	Buy	50,523 +2,848	+6%	+$288K	0.01%	961
2025 Q4	$4.34M	Buy	47,675 +526	+1%	+$48.2K	﹤0.01%	989
2025 Q3	$4.35M	Buy	47,149 +44,395	+1,612%	+$4.48M	0.01%	788
2025 Q2	$274K	Buy	2,754 +136	+5%	+$13.7K	﹤0.01%	1722
2025 Q1	$280K	Sell	2,618 -1,749	-40%	-$195K	﹤0.01%	1613
2024 Q4	$492K	Buy	4,367 +1,242	+40%	+$160K	﹤0.01%	1332
2024 Q3	$410K	Buy	+3,125	New	+$377K	﹤0.01%	1209

Other funds holding UFPI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Focus Partners Wealth's UFPI Position: Q2 2026 in Review

Focus Partners Wealth reduced its UFP Industries (UFPI) stake by 8.9% in Q2 2026, selling an estimated $391K and leaving 46,038 shares worth $4.18M. The position accounts for ﹤0.01% of the portfolio, ranked #1042.

Focus Partners Wealth first reported a position in UFPI in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.65M in Q1 2026. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

Focus Partners Wealth held 46,038 shares of UFP Industries worth $4.18M as of Q2 2026.
Focus Partners Wealth sold 4,485 UFP Industries shares in Q2 2026, an estimated $391K.
UFP Industries made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1042 holding.
Focus Partners Wealth first reported a position in UFP Industries in Q3 2024 and has held it in 8 quarters since.
Focus Partners Wealth's UFP Industries position peaked at $4.65M in Q1 2026.
385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

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