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SummitTX Capital’s UFP Industries UFPI Stock Holding History

SummitTX Capital’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 		$1.07M Buy
+11,763
New +$1.02M 0.03% 448
2025
Q2 		– Sell
-2,180
Closed -$233K – 1014
2025
Q1 		$233K Buy
+2,180
New +$243K 0.01% 704

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 $3.38T AUM 44.17% 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

SummitTX Capital's UFPI Position: Q2 2026 in Review

SummitTX Capital opened a new position in UFP Industries (UFPI) in Q2 2026: 11,763 shares worth $1.07M. The stake represents 0.03% of the portfolio and ranks #448 among its holdings. This is a return to the name: SummitTX Capital previously reported a position in UFPI as recently as Q1 2025.

SummitTX Capital first reported a position in UFPI in Q1 2025 and has held it in 2 quarters since. 386 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • SummitTX Capital held 11,763 shares of UFP Industries worth $1.07M as of Q2 2026.
  • UFP Industries was a new SummitTX Capital position in Q2 2026.
  • UFP Industries made up 0.03% of SummitTX Capital's portfolio in Q2 2026, its #448 holding.
  • SummitTX Capital first reported a position in UFP Industries in Q1 2025 and has held it in 2 quarters since.
  • 386 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.