PSI
UFPI icon

Planning Strategies Inc.’s UFP Industries UFPI Stock Holding History

Planning Strategies Inc.’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 		$363 Buy
+4
New +$348 ﹤0.01% 915

Other funds holding UFPI

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
WG
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
HNWA
Henrickson Nauta Wealth Advisors Belmont, Michigan $410M AUM 25.02% 1-Year Est. Return

Planning Strategies Inc.'s UFPI Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in UFP Industries (UFPI) in Q2 2026: 4 shares worth $363. The stake represents ﹤0.01% of the portfolio and ranks #915 among its holdings.

84 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • Planning Strategies Inc. held 4 shares of UFP Industries worth $363 as of Q2 2026.
  • UFP Industries was a new Planning Strategies Inc. position in Q2 2026.
  • UFP Industries made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #915 holding.
  • 84 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.