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World Investment Advisors’s UFP Industries UFPI Stock Holding History

World Investment 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 		$292K Hold
3,171
– – ﹤0.01% 1247
2026
Q1 		$292K Buy
3,171
+175
+6% +$17.7K ﹤0.01% 1275
2025
Q4 		$273K Sell
2,996
-1,034
-26% -$94.7K ﹤0.01% 1229
2025
Q3 		$377K Buy
4,030
+67
+2% +$6.76K 0.01% 903
2025
Q2 		$394K Buy
+3,963
New +$400K 0.01% 810

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

World Investment Advisors's UFPI Position: Q2 2026 in Review

World Investment Advisors held its UFP Industries (UFPI) position steady in Q2 2026 at 3,171 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #1247.

World Investment Advisors first reported a position in UFPI in Q2 2025 and has held it in 5 quarters since. The position peaked at $394K in Q2 2025. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • World Investment Advisors held 3,171 shares of UFP Industries worth $292K as of Q2 2026.
  • World Investment Advisors left its UFP Industries share count unchanged in Q2 2026.
  • UFP Industries made up ﹤0.01% of World Investment Advisors's portfolio in Q2 2026, its #1247 holding.
  • World Investment Advisors first reported a position in UFP Industries in Q2 2025 and has held it in 5 quarters since.
  • World Investment Advisors's UFP Industries position peaked at $394K in Q2 2025.
  • 385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.