RAFFA WEALTH MANAGEMENT, LLC’s UFP Industries UFPI Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$91	Buy	+1	New	+$87	﹤0.01%	1406
2015 Q4	–	Sell	-39	Closed	-$750	–	876
2015 Q3	$750	Hold	39	–	–	﹤0.01%	478
2015 Q2	$676	Hold	39	–	–	﹤0.01%	536
2015 Q1	$721	Hold	39	–	–	﹤0.01%	508
2014 Q4	$692	Hold	39	–	–	﹤0.01%	495
2014 Q3	$555	Buy	+39	New	+$601	﹤0.01%	574
2014 Q1	–	Sell	-39	Closed	-$692	–	717
2013 Q4	$692	Buy	+39	New	+$642	﹤0.01%	495

Other funds holding UFPI

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

NCM

Narwhal Capital Management Marietta, Georgia $1.45B AUM 28.39% 1-Year Est. Return

Watchman Group Plano, Texas $447M AUM 18.59% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

HNWA

Henrickson Nauta Wealth Advisors Belmont, Michigan $410M AUM 25.02% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's UFPI Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC opened a new position in UFP Industries (UFPI) in Q2 2026: 1 share worth $91. The stake represents ﹤0.01% of the portfolio and ranks #1406 among its holdings. This is a return to the name: RAFFA WEALTH MANAGEMENT, LLC previously reported a position in UFPI as recently as Q3 2015.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in UFPI in Q4 2013 and has held it in 7 quarters since. The position peaked at $750 in Q3 2015. 84 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 1 share of UFP Industries worth $91 as of Q2 2026.
UFP Industries was a new RAFFA WEALTH MANAGEMENT, LLC position in Q2 2026.
UFP Industries made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1406 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in UFP Industries in Q4 2013 and has held it in 7 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's UFP Industries position peaked at $750 in Q3 2015.
84 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.