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Unison Advisors’s UFP Industries UFPI Stock Holding History

Unison Advisors’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 		$733K Buy
8,081
+29
+0.4% +$2.53K 0.05% 137
2026
Q1 		$742K Hold
8,052
– – 0.06% 135
2025
Q4 		$733K Buy
+8,052
New +$737K 0.06% 119

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

Unison Advisors's UFPI Position: Q2 2026 in Review

Unison Advisors increased its UFP Industries (UFPI) stake by 0.36% in Q2 2026, buying an estimated $2.53K and bringing the position to 8,081 shares worth $733K. The position accounts for 0.05% of the portfolio, ranked #137.

Unison Advisors first reported a position in UFPI in Q4 2025 and has held it in 3 quarters since. The position peaked at $742K in Q1 2026. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • Unison Advisors held 8,081 shares of UFP Industries worth $733K as of Q2 2026.
  • Unison Advisors bought 29 UFP Industries shares in Q2 2026, an estimated $2.53K.
  • UFP Industries made up 0.05% of Unison Advisors's portfolio in Q2 2026, its #137 holding.
  • Unison Advisors first reported a position in UFP Industries in Q4 2025 and has held it in 3 quarters since.
  • Unison Advisors's UFP Industries position peaked at $742K in Q1 2026.
  • 385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Unison Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.