Net Worth Advisory Group’s UFP Industries UFPI Stock Holding History

Net Worth Advisory Group’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	$358K	Sell	3,944 -125	-3%	-$10.9K	0.09%	235
2026 Q1	$375K	Buy	4,069 +1,173	+41%	+$119K	0.08%	253
2025 Q4	$264K	Sell	2,896 -817	-22%	-$74.8K	0.05%	364
2025 Q3	$347K	Sell	3,713 -290	-7%	-$29.3K	0.1%	231
2025 Q2	$398K	Buy	4,003 +653	+19%	+$65.9K	0.09%	234
2025 Q1	$359K	Sell	3,350 -20	-0.6%	-$2.23K	0.11%	209
2024 Q4	$380K	Buy	3,370 +20	+0.6%	+$2.58K	0.12%	203
2024 Q3	$440K	Buy	+3,350	New	+$405K	0.13%	188

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

Net Worth Advisory Group's UFPI Position: Q2 2026 in Review

Net Worth Advisory Group reduced its UFP Industries (UFPI) stake by 3.1% in Q2 2026, selling an estimated $10.9K and leaving 3,944 shares worth $358K. The position accounts for 0.09% of the portfolio, ranked #235.

Net Worth Advisory Group first reported a position in UFPI in Q3 2024 and has held it in 8 quarters since. The position peaked at $440K in Q3 2024. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

Net Worth Advisory Group held 3,944 shares of UFP Industries worth $358K as of Q2 2026.
Net Worth Advisory Group sold 125 UFP Industries shares in Q2 2026, an estimated $10.9K.
UFP Industries made up 0.09% of Net Worth Advisory Group's portfolio in Q2 2026, its #235 holding.
Net Worth Advisory Group first reported a position in UFP Industries in Q3 2024 and has held it in 8 quarters since.
Net Worth Advisory Group's UFP Industries position peaked at $440K in Q3 2024.
385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.