Marks Group Wealth Management’s UFP Industries UFPI Stock Holding History

Marks Group Wealth Management’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	$454K	Hold	5,000	–	–	0.04%	280
2026 Q1	$461K	Hold	5,000	–	–	0.04%	255
2025 Q4	$455K	Hold	5,000	–	–	0.04%	243
2025 Q3	$467K	Hold	5,000	–	–	0.04%	227
2025 Q2	$497K	Hold	5,000	–	–	0.05%	223
2025 Q1	$535K	Hold	5,000	–	–	0.05%	234
2024 Q4	$563K	Hold	5,000	–	–	0.06%	208
2024 Q3	$656K	Hold	5,000	–	–	0.06%	201
2024 Q2	$560K	Hold	5,000	–	–	0.06%	211
2024 Q1	$615K	Hold	5,000	–	–	0.06%	205
2023 Q4	$628K	Hold	5,000	–	–	0.07%	198
2023 Q3	$512K	Hold	5,000	–	–	0.06%	207
2023 Q2	$485K	Hold	5,000	–	–	0.06%	209
2023 Q1	$397K	Hold	5,000	–	–	0.05%	225
2022 Q4	$396K	Hold	5,000	–	–	0.05%	224
2022 Q3	$361K	Hold	5,000	–	–	0.05%	223
2022 Q2	$341K	Hold	5,000	–	–	0.05%	235
2022 Q1	$386K	Hold	5,000	–	–	0.05%	253
2021 Q4	$460K	Buy	+5,000	New	+$420K	0.06%	239

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

Marks Group Wealth Management's UFPI Position: Q2 2026 in Review

Marks Group Wealth Management held its UFP Industries (UFPI) position steady in Q2 2026 at 5,000 shares worth $454K. The position accounts for 0.04% of the portfolio, ranked #280.

Marks Group Wealth Management first reported a position in UFPI in Q4 2021 and has held it in 19 quarters since. The position peaked at $656K in Q3 2024. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

Marks Group Wealth Management held 5,000 shares of UFP Industries worth $454K as of Q2 2026.
Marks Group Wealth Management left its UFP Industries share count unchanged in Q2 2026.
UFP Industries made up 0.04% of Marks Group Wealth Management's portfolio in Q2 2026, its #280 holding.
Marks Group Wealth Management first reported a position in UFP Industries in Q4 2021 and has held it in 19 quarters since.
Marks Group Wealth Management's UFP Industries position peaked at $656K in Q3 2024.
385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.