USA Financial Formulas’s UFP Industries UFPI Stock Holding History

USA Financial Formulas’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	$47.1K	Buy	519 +393	+312%	+$34.2K	0.01%	289
2026 Q1	$11.6K	Buy	126 +117	+1,300%	+$11.8K	﹤0.01%	298
2025 Q4	$819	Buy	+9	New	+$824	﹤0.01%	321
2024 Q1	–	Sell	-573	Closed	-$71.9K	–	420
2023 Q4	$71.9K	Buy	+573	New	+$61.9K	0.01%	184
2020 Q4	–	Sell	-634	Closed	-$36K	–	415
2020 Q3	$36K	Buy	+634	New	+$35.8K	0.03%	138
2020 Q2	–	Sell	-7,327	Closed	-$272K	–	331
2020 Q1	$272K	Buy	+7,327	New	+$337K	0.17%	94
2019 Q4	–	Sell	-6,112	Closed	-$244K	–	313
2019 Q3	$244K	Buy	+6,112	New	+$238K	0.09%	118

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

USA Financial Formulas's UFPI Position: Q2 2026 in Review

USA Financial Formulas increased its UFP Industries (UFPI) stake by 312% in Q2 2026, buying an estimated $34.2K and bringing the position to 519 shares worth $47.1K. The position accounts for 0.01% of the portfolio, ranked #289.

USA Financial Formulas first reported a position in UFPI in Q3 2019 and has held it in 7 quarters since. The position peaked at $272K in Q1 2020. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

USA Financial Formulas held 519 shares of UFP Industries worth $47.1K as of Q2 2026.
USA Financial Formulas bought 393 UFP Industries shares in Q2 2026, an estimated $34.2K.
UFP Industries made up 0.01% of USA Financial Formulas's portfolio in Q2 2026, its #289 holding.
USA Financial Formulas first reported a position in UFP Industries in Q3 2019 and has held it in 7 quarters since.
USA Financial Formulas's UFP Industries position peaked at $272K in Q1 2020.
385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.