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Steward Partners Investment Advisory’s UFP Industries UFPI Stock Holding History

Steward Partners Investment Advisory’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 		$956K Buy
10,532
+9,514
+935% +$829K ﹤0.01% 1314
2026
Q1 		$93.8K Buy
1,018
+10
+1% +$1.01K ﹤0.01% 2406
2025
Q4 		$91.8K Sell
1,008
-1,964
-66% -$180K ﹤0.01% 2348
2025
Q3 		$278K Buy
2,972
+785
+36% +$79.3K ﹤0.01% 1695
2025
Q2 		$217K Buy
2,187
+13
+0.6% +$1.31K ﹤0.01% 1727
2025
Q1 		$233K Buy
2,174
+276
+15% +$30.8K ﹤0.01% 1570
2024
Q4 		$214K Buy
1,898
+8
+0.4% +$1.03K ﹤0.01% 1570
2024
Q3 		$248K Sell
1,890
-58
-3% -$7K ﹤0.01% 1418
2024
Q2 		$218K Hold
1,948
– – ﹤0.01% 1402
2024
Q1 		$240K Sell
1,948
-268
-12% -$31.1K ﹤0.01% 1351
2023
Q4 		$278K Buy
+2,216
New +$239K ﹤0.01% 1248
2023
Q1 		– Sell
-140
Closed -$11.1K – 3421
2022
Q4 		$11.1K Buy
140
+70
+100% +$5.35K ﹤0.01% 2501
2022
Q3 		$5K Buy
70
+51
+268% +$4.06K ﹤0.01% 2793
2022
Q2 		$1K Buy
+19
New +$1.43K ﹤0.01% 3172

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

Steward Partners Investment Advisory's UFPI Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its UFP Industries (UFPI) stake by 935% in Q2 2026, buying an estimated $829K and bringing the position to 10,532 shares worth $956K. The position accounts for ﹤0.01% of the portfolio, ranked #1314.

Steward Partners Investment Advisory first reported a position in UFPI in Q2 2022 and has held it in 14 quarters since. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • Steward Partners Investment Advisory held 10,532 shares of UFP Industries worth $956K as of Q2 2026.
  • Steward Partners Investment Advisory bought 9,514 UFP Industries shares in Q2 2026, an estimated $829K.
  • UFP Industries made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1314 holding.
  • Steward Partners Investment Advisory first reported a position in UFP Industries in Q2 2022 and has held it in 14 quarters since.
  • 385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.