RWM
UFPI icon

Raffa Wealth Management’s UFP Industries UFPI Stock Holding History

Raffa Wealth 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 		$91 Buy
+1
New +$87 ﹤0.01% 1406
2015
Q4 		– Sell
-39
Closed -$750 – 876
2015
Q3 		$750 Hold
39
– – ﹤0.01% 478
2015
Q2 		$676 Hold
39
– – ﹤0.01% 536
2015
Q1 		$721 Hold
39
– – ﹤0.01% 508
2014
Q4 		$692 Hold
39
– – ﹤0.01% 495
2014
Q3 		$555 Buy
+39
New +$601 ﹤0.01% 574
2014
Q1 		– Sell
-39
Closed -$692 – 717
2013
Q4 		$692 Buy
+39
New +$642 ﹤0.01% 495

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

Raffa Wealth Management's UFPI Position: Q2 2026 in Review

Raffa Wealth Management opened a new position in UFP Industries (UFPI) in Q2 2026: 1 share worth $91. The stake represents ﹤0.01% of the portfolio and ranks #1406 among its holdings. This is a return to the name: Raffa Wealth Management previously reported a position in UFPI as recently as Q3 2015.

Raffa Wealth Management first reported a position in UFPI in Q4 2013 and has held it in 7 quarters since. The position peaked at $750 in Q3 2015. 363 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • Raffa Wealth Management held 1 share of UFP Industries worth $91 as of Q2 2026.
  • UFP Industries was a new Raffa Wealth Management position in Q2 2026.
  • UFP Industries made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #1406 holding.
  • Raffa Wealth Management first reported a position in UFP Industries in Q4 2013 and has held it in 7 quarters since.
  • Raffa Wealth Management's UFP Industries position peaked at $750 in Q3 2015.
  • 363 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.