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LRI Investments’s UFP Industries UFPI Stock Holding History

LRI Investments’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 		$9.07K Buy
100
+31
+45% +$2.7K ﹤0.01% 984
2026
Q1 		$6.36K Buy
69
+14
+25% +$1.42K ﹤0.01% 1016
2025
Q4 		$5.01K Sell
55
-29
-35% -$2.65K ﹤0.01% 1042
2025
Q3 		$7.83K Hold
84
– – ﹤0.01% 925
2025
Q2 		$8.32K Buy
84
+55
+190% +$5.55K ﹤0.01% 883
2025
Q1 		$3.08K Hold
29
– – ﹤0.01% 1037
2024
Q4 		$3.24K Hold
29
– – ﹤0.01% 1005
2024
Q3 		$3.8K Buy
29
+7
+32% +$845 ﹤0.01% 986
2024
Q2 		$2.42K Buy
+22
New +$2.56K ﹤0.01% 1029

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

LRI Investments's UFPI Position: Q2 2026 in Review

LRI Investments increased its UFP Industries (UFPI) stake by 45% in Q2 2026, buying an estimated $2.7K and bringing the position to 100 shares worth $9.07K. The position accounts for ﹤0.01% of the portfolio, ranked #984.

LRI Investments first reported a position in UFPI in Q2 2024 and has held it in 9 quarters since. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • LRI Investments held 100 shares of UFP Industries worth $9.07K as of Q2 2026.
  • LRI Investments bought 31 UFP Industries shares in Q2 2026, an estimated $2.7K.
  • UFP Industries made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #984 holding.
  • LRI Investments first reported a position in UFP Industries in Q2 2024 and has held it in 9 quarters since.
  • 385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.