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Moran Wealth Management’s UFP Industries UFPI Stock Holding History

Moran 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 		$2.13M Sell
23,470
-2,091
-8% -$182K 0.06% 316
2026
Q1 		$2.35M Sell
25,561
-26,142
-51% -$2.64M 0.07% 287
2025
Q4 		$4.71M Sell
51,703
-2,373
-4% -$217K 0.14% 208
2025
Q3 		$5.06M Sell
54,076
-2,305
-4% -$233K 0.15% 174
2025
Q2 		$5.6M Sell
56,381
-4,374
-7% -$441K 0.17% 167
2025
Q1 		$6.5M Sell
60,755
-4,834
-7% -$539K 0.22% 139
2024
Q4 		$7.39M Sell
65,589
-1,111
-2% -$143K 0.24% 125
2024
Q3 		$8.75M Sell
66,700
-246
-0.4% -$29.7K 0.27% 117
2024
Q2 		$7.5M Sell
66,946
-1,239
-2% -$144K 0.25% 133
2024
Q1 		$8.39M Sell
68,185
-319
-0.5% -$37.1K 0.27% 126
2023
Q4 		$8.6M Sell
68,504
-1,876
-3% -$203K 0.31% 110
2023
Q3 		$7.21M Sell
70,380
-96
-0.1% -$9.7K 0.28% 124
2023
Q2 		$6.84M Sell
70,476
-505
-0.7% -$42.1K 0.26% 137
2023
Q1 		$5.64M Buy
70,981
+4,849
+7% +$415K 0.21% 148
2022
Q4 		$5.24M Buy
+66,132
New +$5.05M 0.2% 145

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

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

Moran Wealth Management reduced its UFP Industries (UFPI) stake by 8.2% in Q2 2026, selling an estimated $182K and leaving 23,470 shares worth $2.13M. The position accounts for 0.06% of the portfolio, ranked #316.

Moran Wealth Management first reported a position in UFPI in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.75M in Q3 2024. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • Moran Wealth Management held 23,470 shares of UFP Industries worth $2.13M as of Q2 2026.
  • Moran Wealth Management sold 2,091 UFP Industries shares in Q2 2026, an estimated $182K.
  • UFP Industries made up 0.06% of Moran Wealth Management's portfolio in Q2 2026, its #316 holding.
  • Moran Wealth Management first reported a position in UFP Industries in Q4 2022 and has held it in 15 quarters since.
  • Moran Wealth Management's UFP Industries position peaked at $8.75M in Q3 2024.
  • 385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.