LFG
UFPI icon

Larson Financial Group’s UFP Industries UFPI Stock Holding History

Larson Financial Group’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 		$727 Sell
8
-40
-83% -$3.48K ﹤0.01% 3404
2026
Q1 		$4.42K Buy
48
+17
+55% +$1.72K ﹤0.01% 2662
2025
Q4 		$2.82K Buy
31
+29
+1,450% +$2.65K ﹤0.01% 2685
2025
Q3 		$187 Hold
2
– – ﹤0.01% 3266
2025
Q2 		$199 Buy
+2
New +$202 ﹤0.01% 3059
2025
Q1 		– Sell
-3
Closed -$338 – 3205
2024
Q4 		$338 Hold
3
– – ﹤0.01% 2300
2024
Q3 		$394 Buy
+3
New +$362 ﹤0.01% 2188

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

Larson Financial Group's UFPI Position: Q2 2026 in Review

Larson Financial Group reduced its UFP Industries (UFPI) stake by 83% in Q2 2026, selling an estimated $3.48K and leaving 8 shares worth $727. The position accounts for ﹤0.01% of the portfolio, ranked #3404.

Larson Financial Group first reported a position in UFPI in Q3 2024 and has held it in 7 quarters since. The position peaked at $4.42K in Q1 2026. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • Larson Financial Group held 8 shares of UFP Industries worth $727 as of Q2 2026.
  • Larson Financial Group sold 40 UFP Industries shares in Q2 2026, an estimated $3.48K.
  • UFP Industries made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3404 holding.
  • Larson Financial Group first reported a position in UFP Industries in Q3 2024 and has held it in 7 quarters since.
  • Larson Financial Group's UFP Industries position peaked at $4.42K in Q1 2026.
  • 385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.