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OneDigital Investment Advisors’s UFP Industries UFPI Stock Holding History

OneDigital Investment 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 		$779K Buy
8,590
+2,128
+33% +$185K 0.01% 842
2026
Q1 		$595K Sell
6,462
-454
-7% -$45.9K 0.01% 876
2025
Q4 		$630K Sell
6,916
-67
-1% -$6.13K 0.01% 856
2025
Q3 		$653K Sell
6,983
-56
-0.8% -$5.65K 0.01% 824
2025
Q2 		$699K Sell
7,039
-15
-0.2% -$1.51K 0.01% 771
2025
Q1 		$755K Buy
7,054
+810
+13% +$90.4K 0.01% 707
2024
Q4 		$703K Buy
+6,244
New +$805K 0.01% 759

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

OneDigital Investment Advisors's UFPI Position: Q2 2026 in Review

OneDigital Investment Advisors increased its UFP Industries (UFPI) stake by 33% in Q2 2026, buying an estimated $185K and bringing the position to 8,590 shares worth $779K. The position accounts for 0.01% of the portfolio, ranked #842.

OneDigital Investment Advisors first reported a position in UFPI in Q4 2024 and has held it in 7 quarters since. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • OneDigital Investment Advisors held 8,590 shares of UFP Industries worth $779K as of Q2 2026.
  • OneDigital Investment Advisors bought 2,128 UFP Industries shares in Q2 2026, an estimated $185K.
  • UFP Industries made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #842 holding.
  • OneDigital Investment Advisors first reported a position in UFP Industries in Q4 2024 and has held it in 7 quarters since.
  • 385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.