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Pinnacle Wealth Planning Services’s UFP Industries UFPI Stock Holding History

Pinnacle Wealth Planning Services’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 		$18.5K Sell
204
-14
-6% -$1.22K ﹤0.01% 1816
2026
Q1 		$20.1K Hold
218
– – ﹤0.01% 1694
2025
Q4 		$19.8K Buy
+218
New +$20K ﹤0.01% 1718
2021
Q1 		– Sell
-514
Closed -$28K – 1844
2020
Q4 		$28K Buy
+514
New +$28.2K 0.01% 1027

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

Pinnacle Wealth Planning Services's UFPI Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its UFP Industries (UFPI) stake by 6.4% in Q2 2026, selling an estimated $1.22K and leaving 204 shares worth $18.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1816.

Pinnacle Wealth Planning Services first reported a position in UFPI in Q4 2020 and has held it in 4 quarters since. The position peaked at $28K in Q4 2020. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • Pinnacle Wealth Planning Services held 204 shares of UFP Industries worth $18.5K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 14 UFP Industries shares in Q2 2026, an estimated $1.22K.
  • UFP Industries made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1816 holding.
  • Pinnacle Wealth Planning Services first reported a position in UFP Industries in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's UFP Industries position peaked at $28K in Q4 2020.
  • 385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.