Johnson Investment Counsel’s UFP Industries UFPI Stock Holding History

Johnson Investment Counsel’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	$3.09M	Buy	34,035 +40	+0.1%	+$3.48K	0.02%	248
2026 Q1	$3.13M	Buy	33,995 +376	+1%	+$38K	0.03%	236
2025 Q4	$3.06M	Buy	33,619 +6,125	+22%	+$561K	0.03%	228
2025 Q3	$2.57M	Buy	27,494 +552	+2%	+$55.7K	0.02%	270
2025 Q2	$2.68M	Buy	26,942 +517	+2%	+$52.2K	0.02%	248
2025 Q1	$2.83M	Buy	26,425 +6,520	+33%	+$728K	0.03%	229
2024 Q4	$2.24M	Buy	19,905 +5,780	+41%	+$745K	0.02%	269
2024 Q3	$1.85M	Hold	14,125	–	–	0.02%	301
2024 Q2	$1.58M	Hold	14,125	–	–	0.02%	311
2024 Q1	$1.74M	Hold	14,125	–	–	0.02%	296
2023 Q4	$1.77M	Hold	14,125	–	–	0.02%	276
2023 Q3	$1.45M	Sell	14,125 -6,980	-33%	-$705K	0.02%	298
2023 Q2	$2.05M	Hold	21,105	–	–	0.03%	248
2023 Q1	$1.68M	Hold	21,105	–	–	0.02%	269
2022 Q4	$1.67M	Buy	+21,105	New	+$1.61M	0.02%	272

Other funds holding UFPI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Johnson Investment Counsel's UFPI Position: Q2 2026 in Review

Johnson Investment Counsel increased its UFP Industries (UFPI) stake by 0.12% in Q2 2026, buying an estimated $3.48K and bringing the position to 34,035 shares worth $3.09M. The position accounts for 0.02% of the portfolio, ranked #248.

Johnson Investment Counsel first reported a position in UFPI in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.13M in Q1 2026. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

Johnson Investment Counsel held 34,035 shares of UFP Industries worth $3.09M as of Q2 2026.
Johnson Investment Counsel bought 40 UFP Industries shares in Q2 2026, an estimated $3.48K.
UFP Industries made up 0.02% of Johnson Investment Counsel's portfolio in Q2 2026, its #248 holding.
Johnson Investment Counsel first reported a position in UFP Industries in Q4 2022 and has held it in 15 quarters since.
Johnson Investment Counsel's UFP Industries position peaked at $3.13M in Q1 2026.
385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Johnson Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.