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Planning Strategies’s UFP Industries UFPI Stock Holding History

Planning Strategies’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 		$363 Buy
+4
New +$348 ﹤0.01% 915

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Planning Strategies's UFPI Position: Q2 2026 in Review

Planning Strategies opened a new position in UFP Industries (UFPI) in Q2 2026: 4 shares worth $363. The stake represents ﹤0.01% of the portfolio and ranks #915 among its holdings.

363 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • Planning Strategies held 4 shares of UFP Industries worth $363 as of Q2 2026.
  • UFP Industries was a new Planning Strategies position in Q2 2026.
  • UFP Industries made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #915 holding.
  • 363 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.