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Picton Mahoney Asset Management’s UFP Industries UFPI Stock Holding History

Picton Mahoney 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 		$42.1K Sell
464
-553
-54% -$48.2K ﹤0.01% 998
2026
Q1 		$93.7K Buy
1,017
+1,007
+10,070% +$102K ﹤0.01% 894
2025
Q4 		$911 Sell
10
-133,429
-100% -$12.2M ﹤0.01% 1143
2025
Q3 		$12.5M Sell
133,439
-4,182
-3% -$422K 0.11% 165
2025
Q2 		$13.7M Sell
137,621
-20,240
-13% -$2.04M 0.14% 146
2025
Q1 		$16.9M Buy
157,861
+17,700
+13% +$1.97M 0.29% 70
2024
Q4 		$15.8M Buy
140,161
+21,880
+18% +$2.82M 0.32% 71
2024
Q3 		$15.5M Buy
118,281
+2,732
+2% +$330K 0.51% 58
2024
Q2 		$12.9M Buy
115,549
+58,724
+103% +$6.82M 0.5% 69
2024
Q1 		$6.99M Buy
+56,825
New +$6.6M 0.21% 124

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

Picton Mahoney Asset Management's UFPI Position: Q2 2026 in Review

Picton Mahoney Asset Management reduced its UFP Industries (UFPI) stake by 54% in Q2 2026, selling an estimated $48.2K and leaving 464 shares worth $42.1K. The position accounts for ﹤0.01% of the portfolio, ranked #998.

Picton Mahoney Asset Management first reported a position in UFPI in Q1 2024 and has held it in 10 quarters since. The position peaked at $16.9M in Q1 2025. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • Picton Mahoney Asset Management held 464 shares of UFP Industries worth $42.1K as of Q2 2026.
  • Picton Mahoney Asset Management sold 553 UFP Industries shares in Q2 2026, an estimated $48.2K.
  • UFP Industries made up ﹤0.01% of Picton Mahoney Asset Management's portfolio in Q2 2026, its #998 holding.
  • Picton Mahoney Asset Management first reported a position in UFP Industries in Q1 2024 and has held it in 10 quarters since.
  • Picton Mahoney Asset Management's UFP Industries position peaked at $16.9M in Q1 2025.
  • 385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

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