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JFS Wealth Advisors’s UFP Industries UFPI Stock Holding History

JFS 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 		$3.54K Buy
39
+5
+15% +$435 ﹤0.01% 1420
2026
Q1 		$3.13K Sell
34
-46
-58% -$4.65K ﹤0.01% 1367
2025
Q4 		$7.28K Buy
80
+18
+29% +$1.65K ﹤0.01% 1097
2025
Q3 		$5.8K Hold
62
– – ﹤0.01% 1067
2025
Q2 		$6.16K Sell
62
-3
-5% -$303 ﹤0.01% 1016
2025
Q1 		$6.96K Hold
65
– – ﹤0.01% 1001
2024
Q4 		$7.32K Hold
65
– – ﹤0.01% 966
2024
Q3 		$8.53K Buy
65
+2
+3% +$242 ﹤0.01% 910
2024
Q2 		$7.06K Hold
63
– – ﹤0.01% 918
2024
Q1 		$7.75K Sell
63
-3
-5% -$349 ﹤0.01% 903
2023
Q4 		$8.29K Buy
66
+3
+5% +$324 ﹤0.01% 838
2023
Q3 		$6.45K Buy
63
+3
+5% +$303 ﹤0.01% 891
2023
Q2 		$5.82K Sell
60
-2
-3% -$167 ﹤0.01% 927
2023
Q1 		$4.93K Sell
62
-3
-5% -$257 ﹤0.01% 994
2022
Q4 		$5.15K Buy
65
+4
+7% +$306 ﹤0.01% 980
2022
Q3 		$4K Buy
61
+39
+177% +$3.1K ﹤0.01% 1110
2022
Q2 		$1K Sell
22
-28
-56% -$2.11K ﹤0.01% 1660
2022
Q1 		$4K Buy
50
+29
+138% +$2.42K ﹤0.01% 1185
2021
Q4 		$2K Buy
+21
New +$1.77K ﹤0.01% 1181

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

JFS Wealth Advisors's UFPI Position: Q2 2026 in Review

JFS Wealth Advisors increased its UFP Industries (UFPI) stake by 15% in Q2 2026, buying an estimated $435 and bringing the position to 39 shares worth $3.54K. The position accounts for ﹤0.01% of the portfolio, ranked #1420.

JFS Wealth Advisors first reported a position in UFPI in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.53K in Q3 2024. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • JFS Wealth Advisors held 39 shares of UFP Industries worth $3.54K as of Q2 2026.
  • JFS Wealth Advisors bought 5 UFP Industries shares in Q2 2026, an estimated $435.
  • UFP Industries made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1420 holding.
  • JFS Wealth Advisors first reported a position in UFP Industries in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's UFP Industries position peaked at $8.53K in Q3 2024.
  • 385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.