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SHP Wealth Management’s UFP Industries UFPI Stock Holding History

SHP 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 		$1.63K Buy
+18
New +$1.57K ﹤0.01% 1456

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

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

SHP Wealth Management opened a new position in UFP Industries (UFPI) in Q2 2026: 18 shares worth $1.63K. The stake represents ﹤0.01% of the portfolio and ranks #1456 among its holdings.

385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • SHP Wealth Management held 18 shares of UFP Industries worth $1.63K as of Q2 2026.
  • UFP Industries was a new SHP Wealth Management position in Q2 2026.
  • UFP Industries made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1456 holding.
  • 385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

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