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Frazier Financial Advisors’s UFP Industries UFPI Stock Holding History

Frazier Financial 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 		$4.36K Hold
48
– – ﹤0.01% 505
2026
Q1 		$4.42K Hold
48
– – ﹤0.01% 524
2025
Q4 		$4.37K Hold
48
– – ﹤0.01% 480
2025
Q3 		$4.49K Hold
48
– – ﹤0.01% 467
2025
Q2 		$4.77K Hold
48
– – ﹤0.01% 460
2025
Q1 		$5.14K Hold
48
– – ﹤0.01% 435
2024
Q4 		$5.39K Sell
48
-3
-6% -$387 ﹤0.01% 434
2024
Q3 		$6.69K Buy
51
+3
+6% +$362 0.01% 457
2024
Q2 		$5.38K Hold
48
– – ﹤0.01% 591
2024
Q1 		$5.91K Hold
48
– – ﹤0.01% 552
2023
Q4 		$6.03K Buy
+48
New +$5.18K 0.01% 460

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

Frazier Financial Advisors's UFPI Position: Q2 2026 in Review

Frazier Financial Advisors held its UFP Industries (UFPI) position steady in Q2 2026 at 48 shares worth $4.36K. The position accounts for ﹤0.01% of the portfolio, ranked #505.

Frazier Financial Advisors first reported a position in UFPI in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.69K in Q3 2024. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • Frazier Financial Advisors held 48 shares of UFP Industries worth $4.36K as of Q2 2026.
  • Frazier Financial Advisors left its UFP Industries share count unchanged in Q2 2026.
  • UFP Industries made up ﹤0.01% of Frazier Financial Advisors's portfolio in Q2 2026, its #505 holding.
  • Frazier Financial Advisors first reported a position in UFP Industries in Q4 2023 and has held it in 11 quarters since.
  • Frazier Financial Advisors's UFP Industries position peaked at $6.69K in Q3 2024.
  • 385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Frazier Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.