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HFM Investment Advisors’s UFP Industries UFPI Stock Holding History

HFM Investment 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 		$817 Buy
9
+4
+80% +$348 ﹤0.01% 805
2026
Q1 		$461 Sell
5
-2
-29% -$202 ﹤0.01% 711
2025
Q4 		$638 Buy
7
+2
+40% +$183 ﹤0.01% 618
2025
Q3 		$467 Buy
5
+1
+25% +$101 ﹤0.01% 693
2025
Q2 		$397 Buy
4
+2
+100% +$202 ﹤0.01% 742
2025
Q1 		$215 Buy
+2
New +$223 ﹤0.01% 605

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

HFM Investment Advisors's UFPI Position: Q2 2026 in Review

HFM Investment Advisors increased its UFP Industries (UFPI) stake by 80% in Q2 2026, buying an estimated $348 and bringing the position to 9 shares worth $817. The position accounts for ﹤0.01% of the portfolio, ranked #805.

HFM Investment Advisors first reported a position in UFPI in Q1 2025 and has held it in 6 quarters since. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • HFM Investment Advisors held 9 shares of UFP Industries worth $817 as of Q2 2026.
  • HFM Investment Advisors bought 4 UFP Industries shares in Q2 2026, an estimated $348.
  • UFP Industries made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #805 holding.
  • HFM Investment Advisors first reported a position in UFP Industries in Q1 2025 and has held it in 6 quarters since.
  • 385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.