Wealth Enhancement Advisory Services
UFPI icon

Wealth Enhancement Advisory Services’s UFP Industries UFPI Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.1M Sell
30,175
-11
-0% -$958 ﹤0.01% 2005
2026
Q1 		$1.17M Buy
30,186
+13,539
+81% +$1.37M ﹤0.01% 1702
2025
Q4 		$1.6M Sell
16,647
-1,258
-7% -$115K ﹤0.01% 1654
2025
Q3 		$1.62M Sell
17,905
-878
-5% -$88.7K ﹤0.01% 1575
2025
Q2 		$1.99M Sell
18,783
-203
-1% -$20.5K ﹤0.01% 1354
2025
Q1 		$2.03M Sell
18,986
-83
-0.4% -$9.26K ﹤0.01% 1241
2024
Q4 		$2.15M Sell
19,069
-268
-1% -$34.5K ﹤0.01% 1143
2024
Q3 		$2.54M Buy
19,337
+340
+2% +$41.1K 0.01% 958
2024
Q2 		$2.13M Buy
18,997
+7,998
+73% +$930K 0.01% 959
2024
Q1 		$1.35M Buy
10,999
+3,657
+50% +$425K ﹤0.01% 1104
2023
Q4 		$922K Buy
7,342
+341
+5% +$36.8K ﹤0.01% 1207
2023
Q3 		$717K Buy
+7,001
New +$707K ﹤0.01% 1240

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

Wealth Enhancement Advisory Services's UFPI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its UFP Industries (UFPI) stake by 0.04% in Q2 2026, selling an estimated $958 and leaving 30,175 shares worth $1.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2005.

Wealth Enhancement Advisory Services first reported a position in UFPI in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.54M in Q3 2024. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • Wealth Enhancement Advisory Services held 30,175 shares of UFP Industries worth $1.1M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 11 UFP Industries shares in Q2 2026, an estimated $958.
  • UFP Industries made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2005 holding.
  • Wealth Enhancement Advisory Services first reported a position in UFP Industries in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's UFP Industries position peaked at $2.54M in Q3 2024.
  • 385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.