NewEdge Wealth’s UFP Industries UFPI Stock Holding History

NewEdge Wealth’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	$1.92M	Buy	21,149 +2	+0%	+$174	0.02%	473
2026 Q1	$1.95M	Buy	21,147 +2,461	+13%	+$249K	0.02%	434
2025 Q4	$1.7M	Sell	18,686 -5,622	-23%	-$515K	0.02%	496
2025 Q3	$2.23M	Sell	24,308 -523	-2%	-$52.8K	0.03%	372
2025 Q2	$2.47M	Sell	24,831 -1,883	-7%	-$190K	0.04%	334
2025 Q1	$2.86M	Buy	26,714 +2,686	+11%	+$300K	0.05%	278
2024 Q4	$2.71M	Sell	24,028 -4,268	-15%	-$550K	0.05%	295
2024 Q3	$3.71M	Buy	28,296 +4,212	+17%	+$509K	0.07%	247
2024 Q2	$2.7M	Sell	24,084 -3	-0%	-$349	0.06%	274
2024 Q1	$2.78M	Sell	24,087 -176	-0.7%	-$20.4K	0.06%	264
2023 Q4	$3.05M	Buy	+24,263	New	+$2.62M	0.08%	222

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

NewEdge Wealth's UFPI Position: Q2 2026 in Review

NewEdge Wealth increased its UFP Industries (UFPI) stake by 0.01% in Q2 2026, buying an estimated $174 and bringing the position to 21,149 shares worth $1.92M. The position accounts for 0.02% of the portfolio, ranked #473.

NewEdge Wealth first reported a position in UFPI in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.71M in Q3 2024. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

NewEdge Wealth held 21,149 shares of UFP Industries worth $1.92M as of Q2 2026.
NewEdge Wealth bought 2 UFP Industries shares in Q2 2026, an estimated $174.
UFP Industries made up 0.02% of NewEdge Wealth's portfolio in Q2 2026, its #473 holding.
NewEdge Wealth first reported a position in UFP Industries in Q4 2023 and has held it in 11 quarters since.
NewEdge Wealth's UFP Industries position peaked at $3.71M in Q3 2024.
385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.