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Capital Advisors Ltd’s UFP Industries UFPI Stock Holding History

Capital Advisors Ltd’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
2025
Q2 		– Sell
-2
Closed – – 1634
2025
Q1 		$0 Buy
+2
New +$223 ﹤0.01% 1586
2022
Q4 		– Sell
-1
Closed – – 1657
2022
Q3 		$0 Buy
+1
New +$80 ﹤0.01% 1536

Other funds holding UFPI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Advisors Ltd's UFPI Position: Q2 2025 in Review

Capital Advisors Ltd sold out of UFP Industries (UFPI) in Q2 2025, closing a stake of 2 shares.

Capital Advisors Ltd first reported a position in UFPI in Q3 2022 and held it in 2 quarters. The position peaked at $0 in Q1 2025. 432 funds tracked by Wall St. Rank hold UFPI as of Q2 2025.

  • Capital Advisors Ltd reported no remaining UFP Industries position as of Q2 2025 after selling out during the quarter.
  • Capital Advisors Ltd sold 2 UFP Industries shares in Q2 2025.
  • Capital Advisors Ltd first reported a position in UFP Industries in Q3 2022 and held it in 2 quarters.
  • Capital Advisors Ltd's UFP Industries position peaked at $0 in Q1 2025.
  • 432 funds tracked by Wall St. Rank held UFP Industries as of Q2 2025.

Based on Capital Advisors Ltd's 13F filing for Q2 2025, filed 24 Jul 2025.