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Plante Moran Financial Advisors’s UFP Industries UFPI Stock Holding History

Plante Moran Financial 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 		$272 Sell
3
-199
-99% -$17.3K ﹤0.01% 1341
2026
Q1 		$18.6K Hold
202
– – ﹤0.01% 436
2025
Q4 		$18.4K Hold
202
– – ﹤0.01% 461
2025
Q3 		$18.9K Hold
202
– – ﹤0.01% 472
2025
Q2 		$20.1K Hold
202
– – ﹤0.01% 472
2025
Q1 		$21.6K Hold
202
– – ﹤0.01% 474
2024
Q4 		$22.8K Hold
202
– – ﹤0.01% 474
2024
Q3 		$26.5K Hold
202
– – ﹤0.01% 481
2024
Q2 		$22.6K Hold
202
– – ﹤0.01% 460
2024
Q1 		$24.8K Hold
202
– – ﹤0.01% 467
2023
Q4 		$25.4K Hold
202
– – ﹤0.01% 417
2023
Q3 		$20.7K Hold
202
– – ﹤0.01% 429
2023
Q2 		$19.6K Hold
202
– – ﹤0.01% 449
2023
Q1 		$16.1K Hold
202
– – ﹤0.01% 490
2022
Q4 		$16K Hold
202
– – ﹤0.01% 509
2022
Q3 		$15K Hold
202
– – ﹤0.01% 524
2022
Q2 		$14K Hold
202
– – ﹤0.01% 547
2022
Q1 		$16K Hold
202
– – ﹤0.01% 540
2021
Q4 		$19K Hold
202
– – ﹤0.01% 575
2021
Q3 		$14K Hold
202
– – ﹤0.01% 642
2021
Q2 		$15K Hold
202
– – ﹤0.01% 622
2021
Q1 		$15K Sell
202
-10
-5% -$626 ﹤0.01% 587
2020
Q4 		$12K Buy
212
+10
+5% +$549 ﹤0.01% 611
2020
Q3 		$11K Buy
+202
New +$11.4K ﹤0.01% 601

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

Plante Moran Financial Advisors's UFPI Position: Q2 2026 in Review

Plante Moran Financial Advisors reduced its UFP Industries (UFPI) stake by 99% in Q2 2026, selling an estimated $17.3K and leaving 3 shares worth $272. The position accounts for ﹤0.01% of the portfolio, ranked #1341.

Plante Moran Financial Advisors first reported a position in UFPI in Q3 2020 and has held it in 24 quarters since. The position peaked at $26.5K in Q3 2024. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • Plante Moran Financial Advisors held 3 shares of UFP Industries worth $272 as of Q2 2026.
  • Plante Moran Financial Advisors sold 199 UFP Industries shares in Q2 2026, an estimated $17.3K.
  • UFP Industries made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1341 holding.
  • Plante Moran Financial Advisors first reported a position in UFP Industries in Q3 2020 and has held it in 24 quarters since.
  • Plante Moran Financial Advisors's UFP Industries position peaked at $26.5K in Q3 2024.
  • 385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.