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Whipplewood Advisors’s UFP Industries UFPI Stock Holding History

Whipplewood 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
-14
Closed -$1.29K – 1010
2026
Q1 		$1.29K Buy
+14
New +$1.42K ﹤0.01% 849
2025
Q3 		– Sell
-14
Closed -$1.39K – 1109
2025
Q2 		$1.39K Sell
14
-14
-50% -$1.41K ﹤0.01% 951
2025
Q1 		$1.5K Buy
28
+14
+100% +$1.56K ﹤0.01% 943
2024
Q4 		$1.58K Buy
+14
New +$1.8K ﹤0.01% 927

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

Whipplewood Advisors's UFPI Position: Q2 2026 in Review

Whipplewood Advisors sold out of UFP Industries (UFPI) in Q2 2026, closing a stake of 14 shares — an estimated $1.29K sold.

Whipplewood Advisors first reported a position in UFPI in Q4 2024 and held it in 4 quarters. The position peaked at $1.58K in Q4 2024. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • Whipplewood Advisors reported no remaining UFP Industries position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 14 UFP Industries shares in Q2 2026, an estimated $1.29K.
  • Whipplewood Advisors first reported a position in UFP Industries in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's UFP Industries position peaked at $1.58K in Q4 2024.
  • 385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.