Synergy Investment Management’s UFP Industries UFPI Stock Holding History

Synergy Investment 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	$5.09K	Buy	+58	New	+$5.05K	﹤0.01%	754

Other funds holding UFPI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Synergy Investment Management's UFPI Position: Q2 2026 in Review

Synergy Investment Management opened a new position in UFP Industries (UFPI) in Q2 2026: 58 shares worth $5.09K. The stake represents ﹤0.01% of the portfolio and ranks #754 among its holdings.

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

Synergy Investment Management held 58 shares of UFP Industries worth $5.09K as of Q2 2026.
UFP Industries was a new Synergy Investment Management position in Q2 2026.
UFP Industries made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #754 holding.
385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.