Pathstone Holdings
UFPI icon

Pathstone Holdings’s UFP Industries UFPI Stock Holding History

Pathstone Holdings’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 		$583K Sell
6,423
-1,598
-20% -$139K ﹤0.01% 1788
2026
Q1 		$739K Buy
8,021
+476
+6% +$48.1K ﹤0.01% 1562
2025
Q4 		$687K Sell
7,545
-887
-11% -$81.2K ﹤0.01% 1607
2025
Q3 		$788K Buy
8,432
+524
+7% +$52.9K ﹤0.01% 1551
2025
Q2 		$786K Sell
7,908
-1,202
-13% -$121K ﹤0.01% 1509
2025
Q1 		$975K Buy
9,110
+1,933
+27% +$216K ﹤0.01% 1393
2024
Q4 		$808K Sell
7,177
-712
-9% -$91.8K ﹤0.01% 1475
2024
Q3 		$1.04M Buy
7,889
+169
+2% +$20.4K ﹤0.01% 1351
2024
Q2 		$865K Buy
7,720
+538
+7% +$62.5K ﹤0.01% 1403
2024
Q1 		$883K Sell
7,182
-174
-2% -$20.2K ﹤0.01% 1358
2023
Q4 		$924K Buy
+7,356
New +$794K 0.01% 1121

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

Pathstone Holdings's UFPI Position: Q2 2026 in Review

Pathstone Holdings reduced its UFP Industries (UFPI) stake by 20% in Q2 2026, selling an estimated $139K and leaving 6,423 shares worth $583K. The position accounts for ﹤0.01% of the portfolio, ranked #1788.

Pathstone Holdings first reported a position in UFPI in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.04M in Q3 2024. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • Pathstone Holdings held 6,423 shares of UFP Industries worth $583K as of Q2 2026.
  • Pathstone Holdings sold 1,598 UFP Industries shares in Q2 2026, an estimated $139K.
  • UFP Industries made up ﹤0.01% of Pathstone Holdings's portfolio in Q2 2026, its #1788 holding.
  • Pathstone Holdings first reported a position in UFP Industries in Q4 2023 and has held it in 11 quarters since.
  • Pathstone Holdings's UFP Industries position peaked at $1.04M in Q3 2024.
  • 385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.