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UFPI icon

InceptionR’s UFP Industries UFPI Stock Holding History

InceptionR’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
Q1 		– Sell
-3,969
Closed -$361K – 913
2025
Q4 		$361K Buy
+3,969
New +$363K 0.1% 377
2024
Q3 		– Sell
-1,812
Closed -$203K – 879
2024
Q2 		$203K Buy
+1,812
New +$211K 0.06% 518
2023
Q4 		– Sell
-8,880
Closed -$909K – 531
2023
Q3 		$909K Buy
8,880
+1,213
+16% +$123K 0.52% 28
2023
Q2 		$744K Buy
+7,667
New +$640K 0.4% 67

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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

InceptionR's UFPI Position: Q1 2026 in Review

InceptionR sold out of UFP Industries (UFPI) in Q1 2026, closing a stake of 3,969 shares — an estimated $361K sold.

InceptionR first reported a position in UFPI in Q2 2023 and held it in 4 quarters. The position peaked at $909K in Q3 2023. 397 funds tracked by Wall St. Rank hold UFPI as of Q1 2026.

  • InceptionR reported no remaining UFP Industries position as of Q1 2026 after selling out during the quarter.
  • InceptionR sold 3,969 UFP Industries shares in Q1 2026, an estimated $361K.
  • InceptionR first reported a position in UFP Industries in Q2 2023 and held it in 4 quarters.
  • InceptionR's UFP Industries position peaked at $909K in Q3 2023.
  • 397 funds tracked by Wall St. Rank held UFP Industries as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.