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Narwhal Capital Management’s UFP Industries UFPI Stock Holding History

Narwhal Capital 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 		$4.28M Sell
47,190
-2,531
-5% -$220K 0.3% 65
2026
Q1 		$4.58M Buy
49,721
+5,513
+12% +$557K 0.34% 65
2025
Q4 		$4.03M Sell
44,208
-5,079
-10% -$465K 0.29% 65
2025
Q3 		$4.61M Sell
49,287
-5,032
-9% -$508K 0.34% 61
2025
Q2 		$5.4M Buy
54,319
+14,885
+38% +$1.5M 0.43% 55
2025
Q1 		$4.22M Buy
+39,434
New +$4.4M 0.38% 61

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

Narwhal Capital Management's UFPI Position: Q2 2026 in Review

Narwhal Capital Management reduced its UFP Industries (UFPI) stake by 5.1% in Q2 2026, selling an estimated $220K and leaving 47,190 shares worth $4.28M. The position accounts for 0.3% of the portfolio, ranked #65.

Narwhal Capital Management first reported a position in UFPI in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.4M in Q2 2025. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • Narwhal Capital Management held 47,190 shares of UFP Industries worth $4.28M as of Q2 2026.
  • Narwhal Capital Management sold 2,531 UFP Industries shares in Q2 2026, an estimated $220K.
  • UFP Industries made up 0.3% of Narwhal Capital Management's portfolio in Q2 2026, its #65 holding.
  • Narwhal Capital Management first reported a position in UFP Industries in Q1 2025 and has held it in 6 quarters since.
  • Narwhal Capital Management's UFP Industries position peaked at $5.4M in Q2 2025.
  • 385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Narwhal Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.