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Henrickson Nauta Wealth Advisors’s UFP Industries UFPI Stock Holding History

Henrickson Nauta Wealth 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 		$2.36M Buy
26,001
+2,483
+11% +$216K 0.57% 19
2026
Q1 		$2.17M Sell
23,518
-27,863
-54% -$2.82M 0.61% 18
2025
Q4 		$4.87M Sell
51,381
-134,873
-72% -$12.3M 0.72% 17
2025
Q3 		$17.4M Sell
186,254
-2,095
-1% -$212K 5.51% 6
2025
Q2 		$18.7M Sell
188,349
-45,121
-19% -$4.55M 6.48% 4
2025
Q1 		$24.7M Buy
233,470
+16,056
+7% +$1.79M 10.11% 2
2024
Q4 		$24.5M Sell
217,414
-23,561
-10% -$3.04M 9.95% 2
2024
Q3 		$31.6M Sell
240,975
-8,146
-3% -$984K 12.55% 2
2024
Q2 		$27.9M Sell
249,121
-3,772
-1% -$438K 11.91% 2
2024
Q1 		$29M Buy
252,893
+114,166
+82% +$13.3M 12.8% 2
2023
Q4 		$17.4M Sell
138,727
-2,216
-2% -$239K 8.54% 2
2023
Q3 		$14.4M Buy
140,943
+122,484
+664% +$12.4M 8.82% 2
2023
Q2 		$1.79M Sell
18,459
-45,684
-71% -$3.81M 1.22% 14
2023
Q1 		$5.1M Buy
64,143
+45,316
+241% +$3.88M 3.67% 10
2022
Q4 		$1.49M Sell
18,827
-2,500
-12% -$191K 1.18% 13
2022
Q3 		$1.54M Sell
21,327
-39,075
-65% -$3.11M 1.47% 11
2022
Q2 		$4.12M Hold
60,402
– – 3.76% 9
2022
Q1 		$4.66M Buy
60,402
+41,249
+215% +$3.44M 3.88% 9
2021
Q4 		$1.59M Buy
+19,153
New +$1.61M 1.29% 10

Other funds holding UFPI

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
CIA
Cascade Investment Advisors Oregon City, Oregon $183M AUM 29.64% 1-Year Est. Return
FCM
Flagship Capital Management Media, Pennsylvania $158M AUM
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
CT
Chicago Trust Grayslake, Illinois $690M AUM 33.05% 1-Year Est. Return

Henrickson Nauta Wealth Advisors's UFPI Position: Q2 2026 in Review

Henrickson Nauta Wealth Advisors increased its UFP Industries (UFPI) stake by 11% in Q2 2026, buying an estimated $216K and bringing the position to 26,001 shares worth $2.36M. The position accounts for 0.57% of the portfolio, ranked #19.

Henrickson Nauta Wealth Advisors first reported a position in UFPI in Q4 2021 and has held it in 19 quarters since. The position peaked at $31.6M in Q3 2024. 49 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • Henrickson Nauta Wealth Advisors held 26,001 shares of UFP Industries worth $2.36M as of Q2 2026.
  • Henrickson Nauta Wealth Advisors bought 2,483 UFP Industries shares in Q2 2026, an estimated $216K.
  • UFP Industries made up 0.57% of Henrickson Nauta Wealth Advisors's portfolio in Q2 2026, its #19 holding.
  • Henrickson Nauta Wealth Advisors first reported a position in UFP Industries in Q4 2021 and has held it in 19 quarters since.
  • Henrickson Nauta Wealth Advisors's UFP Industries position peaked at $31.6M in Q3 2024.
  • 49 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Henrickson Nauta Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.