Fortitude Family Office’s UFP Industries UFPI Stock Holding History

Fortitude Family Office’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	$3.32K	Buy	43 +6	+16%	+$514	﹤0.01%	1780
2026 Q2	$3.36K	Sell	37 -17	-31%	-$1.48K	﹤0.01%	1259
2026 Q1	$4.97K	Buy	54 +36	+200%	+$3.64K	﹤0.01%	916
2025 Q4	$1.64K	Sell	18 -4	-18%	-$366	﹤0.01%	1255
2025 Q3	$2.06K	Hold	22	–	–	﹤0.01%	1211
2025 Q2	$2.19K	Buy	+22	New	+$2.22K	﹤0.01%	1155

Other funds holding UFPI

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

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 Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Fortitude Family Office's UFPI Position: Q3 2026 in Review

Fortitude Family Office increased its UFP Industries (UFPI) stake by 16% in Q3 2026, buying an estimated $514 and bringing the position to 43 shares worth $3.32K. The position accounts for ﹤0.01% of the portfolio, ranked #1780.

Fortitude Family Office first reported a position in UFPI in Q2 2025 and has held it in 6 quarters since. The position peaked at $4.97K in Q1 2026. 22 funds tracked by Wall St. Rank hold UFPI as of Q3 2026.

Fortitude Family Office held 43 shares of UFP Industries worth $3.32K as of Q3 2026.
Fortitude Family Office bought 6 UFP Industries shares in Q3 2026, an estimated $514.
UFP Industries made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1780 holding.
Fortitude Family Office first reported a position in UFP Industries in Q2 2025 and has held it in 6 quarters since.
Fortitude Family Office's UFP Industries position peaked at $4.97K in Q1 2026.
22 funds tracked by Wall St. Rank held UFP Industries as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.