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Sequoia Financial Advisors’s UFP Industries UFPI Stock Holding History

Sequoia 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 		$551K Buy
6,076
+3,555
+141% +$310K ﹤0.01% 1284
2026
Q1 		$232K Sell
2,521
-3,425
-58% -$346K ﹤0.01% 1715
2025
Q4 		$541K Buy
5,946
+1,981
+50% +$181K ﹤0.01% 1239
2025
Q3 		$371K Buy
3,965
+388
+11% +$39.2K ﹤0.01% 1280
2025
Q2 		$355K Buy
+3,577
New +$361K ﹤0.01% 1175

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

Sequoia Financial Advisors's UFPI Position: Q2 2026 in Review

Sequoia Financial Advisors increased its UFP Industries (UFPI) stake by 141% in Q2 2026, buying an estimated $310K and bringing the position to 6,076 shares worth $551K. The position accounts for ﹤0.01% of the portfolio, ranked #1284.

Sequoia Financial Advisors first reported a position in UFPI in Q2 2025 and has held it in 5 quarters since. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • Sequoia Financial Advisors held 6,076 shares of UFP Industries worth $551K as of Q2 2026.
  • Sequoia Financial Advisors bought 3,555 UFP Industries shares in Q2 2026, an estimated $310K.
  • UFP Industries made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1284 holding.
  • Sequoia Financial Advisors first reported a position in UFP Industries in Q2 2025 and has held it in 5 quarters since.
  • 385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.