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United Capital Financial Advisors’s UFP Industries UFPI Stock Holding History

United Capital Financial 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 		$207K Buy
+2,276
New +$198K ﹤0.01% 1540
2026
Q1 		– Sell
-2,287
Closed -$208K – 1671
2025
Q4 		$208K Buy
+2,287
New +$209K ﹤0.01% 1315
2021
Q4 		– Sell
-3,406
Closed -$232K – 1240
2021
Q3 		$232K Hold
3,406
– – ﹤0.01% 1094
2021
Q2 		$253K Buy
+3,406
New +$269K ﹤0.01% 1072

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

United Capital Financial Advisors's UFPI Position: Q2 2026 in Review

United Capital Financial Advisors opened a new position in UFP Industries (UFPI) in Q2 2026: 2,276 shares worth $207K. The stake represents ﹤0.01% of the portfolio and ranks #1540 among its holdings. This is a return to the name: United Capital Financial Advisors previously reported a position in UFPI as recently as Q4 2025.

United Capital Financial Advisors first reported a position in UFPI in Q2 2021 and has held it in 4 quarters since. The position peaked at $253K in Q2 2021. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • United Capital Financial Advisors held 2,276 shares of UFP Industries worth $207K as of Q2 2026.
  • UFP Industries was a new United Capital Financial Advisors position in Q2 2026.
  • UFP Industries made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1540 holding.
  • United Capital Financial Advisors first reported a position in UFP Industries in Q2 2021 and has held it in 4 quarters since.
  • United Capital Financial Advisors's UFP Industries position peaked at $253K in Q2 2021.
  • 385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.