VWA
UFPI icon

Valued Wealth Advisors’s UFP Industries UFPI Stock Holding History

Valued Wealth 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 		– Sell
-2
Closed -$174 – 910
2026
Q1 		$188 Hold
2
– – ﹤0.01% 709
2025
Q4 		$185 Hold
2
– – ﹤0.01% 594
2025
Q3 		$189 Sell
2
-4
-67% -$404 ﹤0.01% 577
2025
Q2 		$598 Hold
6
– – ﹤0.01% 506
2025
Q1 		$643 Hold
6
– – ﹤0.01% 528
2024
Q4 		$676 Hold
6
– – ﹤0.01% 524
2024
Q3 		$788 Hold
6
– – ﹤0.01% 486
2024
Q2 		$672 Buy
6
+2
+50% +$232 ﹤0.01% 477
2024
Q1 		$493 Buy
+4
New +$465 ﹤0.01% 497

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

Valued Wealth Advisors's UFPI Position: Q2 2026 in Review

Valued Wealth Advisors sold out of UFP Industries (UFPI) in Q2 2026, closing a stake of 2 shares — an estimated $174 sold.

Valued Wealth Advisors first reported a position in UFPI in Q1 2024 and held it in 9 quarters. The position peaked at $788 in Q3 2024. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • Valued Wealth Advisors reported no remaining UFP Industries position as of Q2 2026 after selling out during the quarter.
  • Valued Wealth Advisors sold 2 UFP Industries shares in Q2 2026, an estimated $174.
  • Valued Wealth Advisors first reported a position in UFP Industries in Q1 2024 and held it in 9 quarters.
  • Valued Wealth Advisors's UFP Industries position peaked at $788 in Q3 2024.
  • 385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.