Wasatch Advisors’s UFP Industries UFPI Stock Holding History

Wasatch 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	$127M	Sell	1,394,340 -643,568	-32%	-$56.1M	0.83%	47
2026 Q1	$188M	Buy	2,037,908 +504,609	+33%	+$51M	1.25%	28
2025 Q4	$140M	Buy	1,533,299 +241,152	+19%	+$22.1M	0.83%	43
2025 Q3	$121M	Sell	1,292,147 -116,391	-8%	-$11.8M	0.65%	51
2025 Q2	$140M	Buy	1,408,538 +67,849	+5%	+$6.85M	0.73%	49
2025 Q1	$144M	Buy	1,340,689 +806,412	+151%	+$90M	0.8%	47
2024 Q4	$60.2M	Sell	534,277 -56,435	-10%	-$7.27M	0.3%	83
2024 Q3	$77.5M	Buy	590,712 +81,950	+16%	+$9.9M	0.38%	73
2024 Q2	$57M	Buy	508,762 +176,742	+53%	+$20.5M	0.3%	80
2024 Q1	$40.8M	Sell	332,020 -2,331	-0.7%	-$271K	0.21%	104
2023 Q4	$42M	Buy	334,351 +16,486	+5%	+$1.78M	0.23%	96
2023 Q3	$32.5M	Buy	+317,865	New	+$32.1M	0.21%	96

Other funds holding UFPI

RRAM

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

WCM

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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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

Wasatch Advisors's UFPI Position: Q2 2026 in Review

Wasatch Advisors reduced its UFP Industries (UFPI) stake by 32% in Q2 2026, selling an estimated $56.1M and leaving 1,394,340 shares worth $127M. The position accounts for 0.83% of the portfolio, ranked #47.

Wasatch Advisors first reported a position in UFPI in Q3 2023 and has held it in 12 quarters since. The position peaked at $188M in Q1 2026. 92 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

Wasatch Advisors held 1,394,340 shares of UFP Industries worth $127M as of Q2 2026.
Wasatch Advisors sold 643,568 UFP Industries shares in Q2 2026, an estimated $56.1M.
UFP Industries made up 0.83% of Wasatch Advisors's portfolio in Q2 2026, its #47 holding.
Wasatch Advisors first reported a position in UFP Industries in Q3 2023 and has held it in 12 quarters since.
Wasatch Advisors's UFP Industries position peaked at $188M in Q1 2026.
92 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Wasatch Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.