GRP
UFPI icon

Global Retirement Partners’s UFP Industries UFPI Stock Holding History

Global Retirement Partners’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 		$103K Buy
+1,130
New +$98.4K ﹤0.01% 2049
2025
Q4 		$119K Buy
1,308
+1,267
+3,090% +$116K ﹤0.01% 1800
2025
Q3 		$3.87K Sell
41
-99
-71% -$10K ﹤0.01% 3071
2025
Q2 		$13.9K Buy
+140
New +$14.1K ﹤0.01% 2451
2024
Q4 		$20.1K Hold
178
– – ﹤0.01% 2081
2024
Q3 		$23.4K Sell
178
-29
-14% -$3.5K ﹤0.01% 1911
2024
Q2 		$23.2K Buy
207
+16
+8% +$1.86K ﹤0.01% 1913
2024
Q1 		$23.5K Sell
191
-249
-57% -$28.9K ﹤0.01% 1738
2023
Q4 		$51.1K Buy
440
+139
+46% +$15K ﹤0.01% 1359
2023
Q3 		$30.3K Sell
301
-156
-34% -$15.8K ﹤0.01% 1488
2023
Q2 		$44.4K Buy
457
+128
+39% +$10.7K ﹤0.01% 1336
2023
Q1 		$27.1K Buy
329
+287
+683% +$24.6K ﹤0.01% 1511
2022
Q4 		$3.34K Hold
42
– – ﹤0.01% 2166
2022
Q3 		$3K Sell
42
-17
-29% -$1.35K ﹤0.01% 2162
2022
Q2 		$4K Buy
59
+16
+37% +$1.21K ﹤0.01% 2007
2022
Q1 		$3K Buy
+43
New +$3.59K ﹤0.01% 2110

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

Global Retirement Partners's UFPI Position: Q2 2026 in Review

Global Retirement Partners opened a new position in UFP Industries (UFPI) in Q2 2026: 1,130 shares worth $103K. The stake represents ﹤0.01% of the portfolio and ranks #2049 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in UFPI as recently as Q4 2025.

Global Retirement Partners first reported a position in UFPI in Q1 2022 and has held it in 16 quarters since. The position peaked at $119K in Q4 2025. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • Global Retirement Partners held 1,130 shares of UFP Industries worth $103K as of Q2 2026.
  • UFP Industries was a new Global Retirement Partners position in Q2 2026.
  • UFP Industries made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2049 holding.
  • Global Retirement Partners first reported a position in UFP Industries in Q1 2022 and has held it in 16 quarters since.
  • Global Retirement Partners's UFP Industries position peaked at $119K in Q4 2025.
  • 385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.