PWA
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Principia Wealth Advisory’s UFP Industries UFPI Stock Holding History

Principia Wealth Advisory’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 		$454 Sell
5
-1
-17% -$87 ﹤0.01% 913
2026
Q1 		$553 Buy
+6
New +$606 ﹤0.01% 840

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

Principia Wealth Advisory's UFPI Position: Q2 2026 in Review

Principia Wealth Advisory reduced its UFP Industries (UFPI) stake by 17% in Q2 2026, selling an estimated $87 and leaving 5 shares worth $454. The position accounts for ﹤0.01% of the portfolio, ranked #913.

Principia Wealth Advisory first reported a position in UFPI in Q1 2026 and has held it in 2 quarters since. The position peaked at $553 in Q1 2026. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • Principia Wealth Advisory held 5 shares of UFP Industries worth $454 as of Q2 2026.
  • Principia Wealth Advisory sold 1 UFP Industries share in Q2 2026, an estimated $87.
  • UFP Industries made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #913 holding.
  • Principia Wealth Advisory first reported a position in UFP Industries in Q1 2026 and has held it in 2 quarters since.
  • Principia Wealth Advisory's UFP Industries position peaked at $553 in Q1 2026.
  • 385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.