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Oppenheimer Asset Management’s UFP Industries UFPI Stock Holding History

Oppenheimer Asset 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 		$1.49M Sell
16,369
-9,069
-36% -$790K 0.02% 658
2026
Q1 		$2.34M Buy
25,438
+9,371
+58% +$947K 0.03% 509
2025
Q4 		$1.46M Buy
16,067
+1,092
+7% +$100K 0.02% 583
2025
Q3 		$1.4M Sell
14,975
-2,172
-13% -$219K 0.02% 675
2025
Q2 		$1.7M Buy
17,147
+2,814
+20% +$284K 0.02% 605
2025
Q1 		$1.53M Buy
+14,333
New +$1.6M 0.02% 603
2020
Q2 		– Sell
-1,897
Closed -$71K – 1422
2020
Q1 		$71K Sell
1,897
-129
-6% -$5.92K ﹤0.01% 1187
2019
Q4 		$97K Buy
2,026
+18
+0.9% +$848 ﹤0.01% 1204
2019
Q3 		$80K Buy
2,008
+280
+16% +$10.9K ﹤0.01% 1245
2019
Q2 		$66K Sell
1,728
-27
-2% -$936 ﹤0.01% 1323
2019
Q1 		$53K Buy
1,755
+82
+5% +$2.46K ﹤0.01% 1347
2018
Q4 		$43K Buy
+1,673
New +$48.1K ﹤0.01% 1378
2017
Q4 		– Sell
-2,022
Closed -$67K – 1469
2017
Q3 		$67K Buy
2,022
+21
+1% +$606 ﹤0.01% 1299
2017
Q2 		$58K Buy
2,001
+54
+3% +$1.64K ﹤0.01% 1312
2017
Q1 		$64K Buy
+1,947
New +$65K ﹤0.01% 1287

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

Oppenheimer Asset Management's UFPI Position: Q2 2026 in Review

Oppenheimer Asset Management reduced its UFP Industries (UFPI) stake by 36% in Q2 2026, selling an estimated $790K and leaving 16,369 shares worth $1.49M. The position accounts for 0.02% of the portfolio, ranked #658.

Oppenheimer Asset Management first reported a position in UFPI in Q1 2017 and has held it in 15 quarters since. The position peaked at $2.34M in Q1 2026. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • Oppenheimer Asset Management held 16,369 shares of UFP Industries worth $1.49M as of Q2 2026.
  • Oppenheimer Asset Management sold 9,069 UFP Industries shares in Q2 2026, an estimated $790K.
  • UFP Industries made up 0.02% of Oppenheimer Asset Management's portfolio in Q2 2026, its #658 holding.
  • Oppenheimer Asset Management first reported a position in UFP Industries in Q1 2017 and has held it in 15 quarters since.
  • Oppenheimer Asset Management's UFP Industries position peaked at $2.34M in Q1 2026.
  • 385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Oppenheimer Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.