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Laurel Wealth Advisors (North Carolina)’s UFP Industries UFPI Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
-1,286
Closed -$117K – 616
2025
Q4 		$117K Buy
+1,286
New +$118K 0.02% 236
2025
Q2 		– Sell
-1,293
Closed -$138K – 633
2025
Q1 		$138K Hold
1,293
– – 0.02% 205
2024
Q4 		$146K Hold
1,293
– – 0.02% 198
2024
Q3 		$170K Buy
1,293
+7
+0.5% +$845 0.03% 191
2024
Q2 		$144K Hold
1,286
– – 0.03% 199
2024
Q1 		$158K Hold
1,286
– – 0.03% 198
2023
Q4 		$161K Hold
1,286
– – 0.03% 185
2023
Q3 		$132K Hold
1,286
– – 0.03% 196
2023
Q2 		$125K Buy
+1,286
New +$107K 0.03% 201
2021
Q3 		– Sell
-110
Closed -$8K – 746
2021
Q2 		$8K Buy
+110
New +$8.69K ﹤0.01% 490

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

Laurel Wealth Advisors (North Carolina)'s UFPI Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of UFP Industries (UFPI) in Q1 2026, closing a stake of 1,286 shares — an estimated $117K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in UFPI in Q2 2021 and held it in 10 quarters. The position peaked at $170K in Q3 2024. 397 funds tracked by Wall St. Rank hold UFPI as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining UFP Industries position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 1,286 UFP Industries shares in Q1 2026, an estimated $117K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in UFP Industries in Q2 2021 and held it in 10 quarters.
  • Laurel Wealth Advisors (North Carolina)'s UFP Industries position peaked at $170K in Q3 2024.
  • 397 funds tracked by Wall St. Rank held UFP Industries as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.