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Rothschild Investment LLC’s UFP Industries UFPI Stock Holding History

Rothschild Investment LLC’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 		$2.81K Sell
31
-57
-65% -$4.96K ﹤0.01% 2603
2026
Q1 		$8.11K Buy
88
+8
+10% +$809 ﹤0.01% 1801
2025
Q4 		$7.28K Sell
80
-76
-49% -$6.96K ﹤0.01% 1706
2025
Q3 		$14.6K Buy
156
+86
+123% +$8.68K ﹤0.01% 1327
2025
Q2 		$6.96K Buy
70
+15
+27% +$1.51K ﹤0.01% 1362
2025
Q1 		$5.89K Sell
55
-5
-8% -$558 ﹤0.01% 1360
2024
Q4 		$6.76K Hold
60
– – ﹤0.01% 1250
2024
Q3 		$7.87K Buy
60
+30
+100% +$3.62K ﹤0.01% 1174
2024
Q2 		$3.36K Buy
30
+25
+500% +$2.9K ﹤0.01% 1267
2024
Q1 		$615 Buy
+5
New +$581 ﹤0.01% 1317

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

Rothschild Investment LLC's UFPI Position: Q2 2026 in Review

Rothschild Investment LLC reduced its UFP Industries (UFPI) stake by 65% in Q2 2026, selling an estimated $4.96K and leaving 31 shares worth $2.81K. The position accounts for ﹤0.01% of the portfolio, ranked #2603.

Rothschild Investment LLC first reported a position in UFPI in Q1 2024 and has held it in 10 quarters since. The position peaked at $14.6K in Q3 2025. 363 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • Rothschild Investment LLC held 31 shares of UFP Industries worth $2.81K as of Q2 2026.
  • Rothschild Investment LLC sold 57 UFP Industries shares in Q2 2026, an estimated $4.96K.
  • UFP Industries made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2603 holding.
  • Rothschild Investment LLC first reported a position in UFP Industries in Q1 2024 and has held it in 10 quarters since.
  • Rothschild Investment LLC's UFP Industries position peaked at $14.6K in Q3 2025.
  • 363 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.