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Westover Capital Advisors’s UFP Industries UFPI Stock Holding History

Westover Capital 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 		$307K Hold
3,380
– – 0.05% 199
2026
Q1 		$311K Hold
3,380
– – 0.06% 195
2025
Q4 		$308K Sell
3,380
-930
-22% -$85.1K 0.06% 197
2025
Q3 		$403K Sell
4,310
-550
-11% -$55.5K 0.07% 166
2025
Q2 		$483K Sell
4,860
-1,010
-17% -$102K 0.1% 148
2025
Q1 		$628K Buy
5,870
+450
+8% +$50.2K 0.14% 123
2024
Q4 		$611K Hold
5,420
– – 0.13% 128
2024
Q3 		$711K Hold
5,420
– – 0.14% 115
2024
Q2 		$607K Hold
5,420
– – 0.16% 112
2024
Q1 		$667K Hold
5,420
– – 0.2% 95
2023
Q4 		$680K Hold
5,420
– – 0.22% 88
2023
Q3 		$555K Buy
5,420
+160
+3% +$16.2K 0.2% 94
2023
Q2 		$510K Buy
5,260
+2,160
+70% +$180K 0.18% 101
2023
Q1 		$246K Hold
3,100
– – 0.09% 143
2022
Q4 		$246K Sell
3,100
-520
-14% -$39.7K 0.1% 133
2022
Q3 		$261K Sell
3,620
-430
-11% -$34.2K 0.1% 134
2022
Q2 		$276K Sell
4,050
-100
-2% -$7.54K 0.1% 134
2022
Q1 		$320K Hold
4,150
– – 0.1% 132
2021
Q4 		$382K Hold
4,150
– – 0.11% 126
2021
Q3 		$282K Sell
4,150
-4,137
-50% -$301K 0.09% 146
2021
Q2 		$616K Sell
8,287
-92
-1% -$7.26K 0.2% 90
2021
Q1 		$635K Buy
8,379
+993
+13% +$62.2K 0.22% 90
2020
Q4 		$410K Buy
7,386
+584
+9% +$32.1K 0.15% 103
2020
Q3 		$384K Buy
+6,802
New +$384K 0.16% 98

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

Westover Capital Advisors's UFPI Position: Q2 2026 in Review

Westover Capital Advisors held its UFP Industries (UFPI) position steady in Q2 2026 at 3,380 shares worth $307K. The position accounts for 0.05% of the portfolio, ranked #199.

Westover Capital Advisors first reported a position in UFPI in Q3 2020 and has held it in 24 quarters since. The position peaked at $711K in Q3 2024. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • Westover Capital Advisors held 3,380 shares of UFP Industries worth $307K as of Q2 2026.
  • Westover Capital Advisors left its UFP Industries share count unchanged in Q2 2026.
  • UFP Industries made up 0.05% of Westover Capital Advisors's portfolio in Q2 2026, its #199 holding.
  • Westover Capital Advisors first reported a position in UFP Industries in Q3 2020 and has held it in 24 quarters since.
  • Westover Capital Advisors's UFP Industries position peaked at $711K in Q3 2024.
  • 385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.