NA
UFPI icon

NewEdge Advisors’s UFP Industries UFPI Stock Holding History

NewEdge 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 		$563K Buy
6,204
+1,220
+24% +$106K ﹤0.01% 2063
2026
Q1 		$459K Buy
4,984
+706
+17% +$71.4K ﹤0.01% 2056
2025
Q4 		$389K Buy
4,278
+3,271
+325% +$299K ﹤0.01% 2144
2025
Q3 		$94.1K Buy
1,007
+974
+2,952% +$98.3K ﹤0.01% 2620
2025
Q2 		$3.28K Hold
33
– – ﹤0.01% 3504
2025
Q1 		$3.53K Hold
33
– – ﹤0.01% 3390
2024
Q4 		$3.72K Hold
33
– – ﹤0.01% 3312
2024
Q3 		$4.33K Hold
33
– – ﹤0.01% 3197
2024
Q2 		$3.7K Sell
33
-2,421
-99% -$281K ﹤0.01% 3177
2024
Q1 		$302K Sell
2,454
-386
-14% -$44.8K ﹤0.01% 1642
2023
Q4 		$326K Buy
2,840
+2,604
+1,103% +$281K ﹤0.01% 1507
2023
Q3 		$24.2K Sell
236
-7
-3% -$707 ﹤0.01% 2332
2023
Q2 		$23.6K Hold
243
– – ﹤0.01% 2335
2023
Q1 		$19.3K Sell
243
-189
-44% -$16.2K ﹤0.01% 2355
2022
Q4 		$4.8K Buy
+432
New +$33K ﹤0.01% 2607
2022
Q1 		– Sell
-8,887
Closed -$818K – 1621
2021
Q4 		$818K Buy
+8,887
New +$747K 0.01% 839

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

NewEdge Advisors's UFPI Position: Q2 2026 in Review

NewEdge Advisors increased its UFP Industries (UFPI) stake by 24% in Q2 2026, buying an estimated $106K and bringing the position to 6,204 shares worth $563K. The position accounts for ﹤0.01% of the portfolio, ranked #2063.

NewEdge Advisors first reported a position in UFPI in Q4 2021 and has held it in 16 quarters since. The position peaked at $818K in Q4 2021. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • NewEdge Advisors held 6,204 shares of UFP Industries worth $563K as of Q2 2026.
  • NewEdge Advisors bought 1,220 UFP Industries shares in Q2 2026, an estimated $106K.
  • UFP Industries made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2063 holding.
  • NewEdge Advisors first reported a position in UFP Industries in Q4 2021 and has held it in 16 quarters since.
  • NewEdge Advisors's UFP Industries position peaked at $818K in Q4 2021.
  • 385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.