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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

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

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. 386 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.
  • 386 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.