TD Private Client Wealth’s UFP Industries UFPI Stock Holding History

TD Private Client Wealth’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	$4.54K	Buy	50 +24	+92%	+$2.09K	﹤0.01%	1234
2026 Q1	$2.4K	Hold	26	–	–	﹤0.01%	1280
2025 Q4	$2.37K	Hold	26	–	–	﹤0.01%	1247
2025 Q3	$2.43K	Hold	26	–	–	﹤0.01%	1223
2025 Q2	$2.58K	Sell	26 -5	-16%	-$505	﹤0.01%	1193
2025 Q1	$3.32K	Buy	31 +14	+82%	+$1.56K	﹤0.01%	1132
2024 Q4	$1.92K	Buy	17 +2	+13%	+$258	﹤0.01%	1189
2024 Q3	$1.97K	Buy	+15	New	+$1.81K	﹤0.01%	1183
2021 Q1	–	Sell	-20	Closed	-$1.11K	–	1209
2020 Q4	$1.11K	Hold	20	–	–	﹤0.01%	1004
2020 Q3	$1.13K	Hold	20	–	–	﹤0.01%	952
2020 Q2	$990	Buy	+20	New	+$851	﹤0.01%	959

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

TD Private Client Wealth's UFPI Position: Q2 2026 in Review

TD Private Client Wealth increased its UFP Industries (UFPI) stake by 92% in Q2 2026, buying an estimated $2.09K and bringing the position to 50 shares worth $4.54K. The position accounts for ﹤0.01% of the portfolio, ranked #1234.

TD Private Client Wealth first reported a position in UFPI in Q2 2020 and has held it in 11 quarters since. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

TD Private Client Wealth held 50 shares of UFP Industries worth $4.54K as of Q2 2026.
TD Private Client Wealth bought 24 UFP Industries shares in Q2 2026, an estimated $2.09K.
UFP Industries made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #1234 holding.
TD Private Client Wealth first reported a position in UFP Industries in Q2 2020 and has held it in 11 quarters since.
385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.