Modera Wealth Management’s UFP Industries UFPI Stock Holding History

Modera 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	$634K	Hold	6,989	–	–	0.01%	415
2026 Q1	$644K	Sell	6,989 -2,527	-27%	-$255K	0.01%	396
2025 Q4	$866K	Buy	9,516 +4	+0%	+$366	0.01%	352
2025 Q3	$889K	Hold	9,512	–	–	0.01%	354
2025 Q2	$945K	Hold	9,512	–	–	0.01%	341
2025 Q1	$1.02M	Sell	9,512 -34	-0.4%	-$3.79K	0.01%	319
2024 Q4	$1.08M	Sell	9,546 -15	-0.2%	-$1.93K	0.01%	318
2024 Q3	$1.25M	Hold	9,561	–	–	0.02%	275
2024 Q2	$1.07M	Sell	9,561 -96	-1%	-$11.2K	0.02%	286
2024 Q1	$1.19M	Buy	9,657 +12	+0.1%	+$1.39K	0.02%	279
2023 Q4	$1.21M	Sell	9,645 -45	-0.5%	-$4.86K	0.02%	268
2023 Q3	$992K	Hold	9,690	–	–	0.02%	283
2023 Q2	$940K	Buy	+9,690	New	+$808K	0.02%	302

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

Modera Wealth Management's UFPI Position: Q2 2026 in Review

Modera Wealth Management held its UFP Industries (UFPI) position steady in Q2 2026 at 6,989 shares worth $634K. The position accounts for 0.01% of the portfolio, ranked #415.

Modera Wealth Management first reported a position in UFPI in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.25M in Q3 2024. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

Modera Wealth Management held 6,989 shares of UFP Industries worth $634K as of Q2 2026.
Modera Wealth Management left its UFP Industries share count unchanged in Q2 2026.
UFP Industries made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #415 holding.
Modera Wealth Management first reported a position in UFP Industries in Q2 2023 and has held it in 13 quarters since.
Modera Wealth Management's UFP Industries position peaked at $1.25M in Q3 2024.
385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.