Legacy Trust’s UFP Industries UFPI Stock Holding History

Legacy Trust’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	$76.2K	Hold	840	–	–	0.01%	210
2026 Q1	$77.4K	Hold	840	–	–	0.01%	203
2025 Q4	$76.5K	Hold	840	–	–	0.01%	192
2025 Q3	$78.5K	Hold	840	–	–	0.02%	188
2025 Q2	$83.5K	Sell	840 -45	-5%	-$4.54K	0.02%	143
2025 Q1	$94.7K	Sell	885 -124	-12%	-$13.8K	0.02%	158
2024 Q4	$114K	Hold	1,009	–	–	0.03%	156
2024 Q3	$132K	Hold	1,009	–	–	0.03%	159
2024 Q2	$113K	Sell	1,009 -10,000	-91%	-$1.16M	0.03%	143
2024 Q1	$1.35M	Buy	11,009 +124	+1%	+$14.4K	0.34%	66
2023 Q4	$1.37M	Sell	10,885 -2,000	-16%	-$216K	0.36%	70
2023 Q3	$1.32M	Hold	12,885	–	–	0.38%	69
2023 Q2	$1.25M	Hold	12,885	–	–	0.34%	70
2023 Q1	$1.02M	Hold	12,885	–	–	0.3%	73
2022 Q4	$1.02M	Buy	+12,885	New	+$984K	0.32%	71

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

Legacy Trust's UFPI Position: Q2 2026 in Review

Legacy Trust held its UFP Industries (UFPI) position steady in Q2 2026 at 840 shares worth $76.2K. The position accounts for 0.01% of the portfolio, ranked #210.

Legacy Trust first reported a position in UFPI in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.37M in Q4 2023. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

Legacy Trust held 840 shares of UFP Industries worth $76.2K as of Q2 2026.
Legacy Trust left its UFP Industries share count unchanged in Q2 2026.
UFP Industries made up 0.01% of Legacy Trust's portfolio in Q2 2026, its #210 holding.
Legacy Trust first reported a position in UFP Industries in Q4 2022 and has held it in 15 quarters since.
Legacy Trust's UFP Industries position peaked at $1.37M in Q4 2023.
385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Legacy Trust's 13F filing for Q2 2026, filed 31 Jul 2026.