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Integrated Wealth Concepts’s UFP Industries UFPI Stock Holding History

Integrated Wealth Concepts’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 		$242K Buy
2,667
+175
+7% +$15.2K ﹤0.01% 2217
2026
Q1 		$230K Buy
+2,492
New +$252K ﹤0.01% 2019
2025
Q4 		– Sell
-2,184
Closed -$204K – 2029
2025
Q3 		$204K Sell
2,184
-721
-25% -$72.8K ﹤0.01% 1850
2025
Q2 		$289K Sell
2,905
-54
-2% -$5.45K ﹤0.01% 1567
2025
Q1 		$317K Buy
2,959
+221
+8% +$24.7K ﹤0.01% 1384
2024
Q4 		$308K Buy
2,738
+15
+0.6% +$1.93K ﹤0.01% 1345
2024
Q3 		$357K Sell
2,723
-128
-4% -$15.5K ﹤0.01% 1236
2024
Q2 		$319K Buy
2,851
+18
+0.6% +$2.09K ﹤0.01% 1285
2024
Q1 		$348K Sell
2,833
-283
-9% -$32.9K 0.01% 1236
2023
Q4 		$391K Buy
+3,116
New +$336K 0.01% 1111

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

Integrated Wealth Concepts's UFPI Position: Q2 2026 in Review

Integrated Wealth Concepts increased its UFP Industries (UFPI) stake by 7% in Q2 2026, buying an estimated $15.2K and bringing the position to 2,667 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #2217.

Integrated Wealth Concepts first reported a position in UFPI in Q4 2023 and has held it in 10 quarters since. The position peaked at $391K in Q4 2023. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • Integrated Wealth Concepts held 2,667 shares of UFP Industries worth $242K as of Q2 2026.
  • Integrated Wealth Concepts bought 175 UFP Industries shares in Q2 2026, an estimated $15.2K.
  • UFP Industries made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2217 holding.
  • Integrated Wealth Concepts first reported a position in UFP Industries in Q4 2023 and has held it in 10 quarters since.
  • Integrated Wealth Concepts's UFP Industries position peaked at $391K in Q4 2023.
  • 385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.