Mercer Global Advisors
UFPI icon

Mercer Global Advisors’s UFP Industries UFPI Stock Holding History

Mercer Global Advisors’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 		$3.22M Sell
35,437
-4,197
-11% -$366K ﹤0.01% 1089
2026
Q1 		$3.65M Buy
39,634
+1,509
+4% +$153K 0.01% 904
2025
Q4 		$3.47M Buy
38,125
+821
+2% +$75.2K 0.01% 857
2025
Q3 		$3.49M Buy
37,304
+4,198
+13% +$424K 0.01% 797
2025
Q2 		$3.29M Sell
33,106
-172
-0.5% -$17.4K 0.01% 708
2025
Q1 		$3.56M Buy
33,278
+1,687
+5% +$188K 0.01% 640
2024
Q4 		$3.56M Sell
31,591
-2,603
-8% -$335K 0.01% 643
2024
Q3 		$4.48M Buy
34,194
+760
+2% +$91.8K 0.01% 524
2024
Q2 		$3.74M Sell
33,434
-8,469
-20% -$984K 0.01% 530
2024
Q1 		$5.16M Buy
41,903
+1,329
+3% +$154K 0.01% 454
2023
Q4 		$5.09M Buy
40,574
+2,344
+6% +$253K 0.02% 467
2023
Q3 		$3.92M Buy
38,230
+7,076
+23% +$715K 0.01% 502
2023
Q2 		$3.02M Buy
31,154
+2,708
+10% +$226K 0.01% 596
2023
Q1 		$2.26M Buy
28,446
+1,355
+5% +$116K 0.01% 646
2022
Q4 		$2.15M Buy
27,091
+1,879
+7% +$144K 0.01% 675
2022
Q3 		$1.82M Buy
25,212
+605
+2% +$48.1K 0.01% 646
2022
Q2 		$1.68M Buy
24,607
+1,625
+7% +$122K 0.01% 660
2022
Q1 		$1.77M Buy
22,982
+3,264
+17% +$272K 0.01% 681
2021
Q4 		$1.81M Buy
19,718
+1,663
+9% +$140K 0.01% 656
2021
Q3 		$1.23M Buy
18,055
+1,085
+6% +$78.8K 0.01% 779
2021
Q2 		$1.26M Buy
16,970
+1,864
+12% +$147K 0.01% 740
2021
Q1 		$1.15M Buy
15,106
+1,045
+7% +$65.4K 0.01% 734
2020
Q4 		$781K Buy
14,061
+921
+7% +$50.5K 0.01% 697
2020
Q3 		$743K Buy
13,140
+5,273
+67% +$297K 0.01% 646
2020
Q2 		$390K Buy
+7,867
New +$335K 0.01% 766

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

Mercer Global Advisors's UFPI Position: Q2 2026 in Review

Mercer Global Advisors reduced its UFP Industries (UFPI) stake by 11% in Q2 2026, selling an estimated $366K and leaving 35,437 shares worth $3.22M. The position accounts for ﹤0.01% of the portfolio, ranked #1089.

Mercer Global Advisors first reported a position in UFPI in Q2 2020 and has held it in 25 quarters since. The position peaked at $5.16M in Q1 2024. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • Mercer Global Advisors held 35,437 shares of UFP Industries worth $3.22M as of Q2 2026.
  • Mercer Global Advisors sold 4,197 UFP Industries shares in Q2 2026, an estimated $366K.
  • UFP Industries made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1089 holding.
  • Mercer Global Advisors first reported a position in UFP Industries in Q2 2020 and has held it in 25 quarters since.
  • Mercer Global Advisors's UFP Industries position peaked at $5.16M in Q1 2024.
  • 385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.