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Personal CFO Solutions’s UFP Industries UFPI Stock Holding History

Personal CFO Solutions’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 		$230K Buy
+2,540
New +$221K 0.03% 480
2025
Q3 		– Sell
-2,192
Closed -$218K – 525
2025
Q2 		$218K Sell
2,192
-13
-0.6% -$1.31K 0.04% 443
2025
Q1 		$236K Sell
2,205
-153
-6% -$17.1K 0.05% 383
2024
Q4 		$266K Sell
2,358
-49
-2% -$6.32K 0.05% 359
2024
Q3 		$316K Sell
2,407
-45
-2% -$5.43K 0.04% 405
2024
Q2 		$275K Sell
2,452
-113
-4% -$13.1K 0.04% 415
2024
Q1 		$316K Sell
2,565
-3
-0.1% -$349 0.05% 381
2023
Q4 		$322K Sell
2,568
-10
-0.4% -$1.08K 0.06% 360
2023
Q3 		$264K Buy
+2,578
New +$260K 0.05% 355
2023
Q2 		– Sell
-3,075
Closed -$244K – 514
2023
Q1 		$244K Buy
3,075
+246
+9% +$21.1K 0.05% 377
2022
Q4 		$224K Buy
+2,829
New +$216K 0.05% 390
2022
Q3 		– Sell
-3,371
Closed -$230K – 467
2022
Q2 		$230K Sell
3,371
-693
-17% -$52.2K 0.05% 346
2022
Q1 		$314K Buy
4,064
+134
+3% +$11.2K 0.06% 306
2021
Q4 		$362K Buy
3,930
+3
+0.1% +$252 0.07% 265
2021
Q3 		$267K Buy
3,927
+529
+16% +$38.4K 0.05% 332
2021
Q2 		$253K Buy
+3,398
New +$268K 0.05% 343

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

Personal CFO Solutions's UFPI Position: Q2 2026 in Review

Personal CFO Solutions opened a new position in UFP Industries (UFPI) in Q2 2026: 2,540 shares worth $230K. The stake represents 0.03% of the portfolio and ranks #480 among its holdings. This is a return to the name: Personal CFO Solutions previously reported a position in UFPI as recently as Q2 2025.

Personal CFO Solutions first reported a position in UFPI in Q2 2021 and has held it in 16 quarters since. The position peaked at $362K in Q4 2021. 386 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • Personal CFO Solutions held 2,540 shares of UFP Industries worth $230K as of Q2 2026.
  • UFP Industries was a new Personal CFO Solutions position in Q2 2026.
  • UFP Industries made up 0.03% of Personal CFO Solutions's portfolio in Q2 2026, its #480 holding.
  • Personal CFO Solutions first reported a position in UFP Industries in Q2 2021 and has held it in 16 quarters since.
  • Personal CFO Solutions's UFP Industries position peaked at $362K in Q4 2021.
  • 386 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.