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Physician Wealth Advisors’s UFP Industries UFPI Stock Holding History

Physician Wealth 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 		$1.91K Sell
21
-10
-32% -$871 ﹤0.01% 1527
2026
Q1 		$2.86K Buy
31
+20
+182% +$2.02K ﹤0.01% 1198
2025
Q4 		$1K Buy
11
+3
+38% +$275 ﹤0.01% 1624
2025
Q3 		$748 Buy
+8
New +$808 ﹤0.01% 1712
2025
Q2 		– Sell
-9
Closed -$964 – 1980
2025
Q1 		$964 Buy
+9
New +$1K ﹤0.01% 1097

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

Physician Wealth Advisors's UFPI Position: Q2 2026 in Review

Physician Wealth Advisors reduced its UFP Industries (UFPI) stake by 32% in Q2 2026, selling an estimated $871 and leaving 21 shares worth $1.91K. The position accounts for ﹤0.01% of the portfolio, ranked #1527.

Physician Wealth Advisors first reported a position in UFPI in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.86K in Q1 2026. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • Physician Wealth Advisors held 21 shares of UFP Industries worth $1.91K as of Q2 2026.
  • Physician Wealth Advisors sold 10 UFP Industries shares in Q2 2026, an estimated $871.
  • UFP Industries made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1527 holding.
  • Physician Wealth Advisors first reported a position in UFP Industries in Q1 2025 and has held it in 5 quarters since.
  • Physician Wealth Advisors's UFP Industries position peaked at $2.86K in Q1 2026.
  • 385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.