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Rialto Wealth Management’s UFP Industries UFPI Stock Holding History

Rialto 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 		$999 Sell
11
-10
-48% -$871 ﹤0.01% 1381
2026
Q1 		$1.94K Buy
21
+3
+17% +$303 ﹤0.01% 878
2025
Q4 		$1.64K Buy
18
+13
+260% +$1.19K ﹤0.01% 814
2025
Q3 		$468 Buy
5
+1
+25% +$101 ﹤0.01% 1278
2025
Q2 		$398 Buy
+4
New +$404 ﹤0.01% 1227

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

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

Rialto Wealth Management reduced its UFP Industries (UFPI) stake by 48% in Q2 2026, selling an estimated $871 and leaving 11 shares worth $999. The position accounts for ﹤0.01% of the portfolio, ranked #1381.

Rialto Wealth Management first reported a position in UFPI in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.94K in Q1 2026. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • Rialto Wealth Management held 11 shares of UFP Industries worth $999 as of Q2 2026.
  • Rialto Wealth Management sold 10 UFP Industries shares in Q2 2026, an estimated $871.
  • UFP Industries made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1381 holding.
  • Rialto Wealth Management first reported a position in UFP Industries in Q2 2025 and has held it in 5 quarters since.
  • Rialto Wealth Management's UFP Industries position peaked at $1.94K in Q1 2026.
  • 385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.