Capstone Investment Advisors
UFPI icon

Capstone Investment Advisors’s UFP Industries UFPI Stock Holding History

Capstone 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
Q1 		– Sell
-2,437
Closed -$222K – 1946
2025
Q4 		$222K Buy
+2,437
New +$223K ﹤0.01% 1467
2025
Q3 		– Sell
-2,391
Closed -$238K – 2142
2025
Q2 		$238K Buy
+2,391
New +$241K ﹤0.01% 1484
2025
Q1 		– Sell
-13,142
Closed -$1.48M – 1906
2024
Q4 		$1.48M Buy
+13,142
New +$1.69M 0.01% 939
2024
Q3 		– Sell
-7,199
Closed -$806K – 2225
2024
Q2 		$806K Sell
7,199
-631
-8% -$73.3K 0.02% 1073
2024
Q1 		$963K Buy
7,830
+4,449
+132% +$517K 0.02% 1176
2023
Q4 		$424K Buy
+3,381
New +$365K 0.01% 1420
2017
Q3 		– Sell
-19,800
Closed -$576K – 749
2017
Q2 		$576K Buy
19,800
+11,109
+128% +$338K 0.03% 399
2017
Q1 		$285K Sell
8,691
-3,609
-29% -$121K 0.01% 717
2016
Q4 		$418K Buy
+12,300
New +$401K 0.02% 628

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VPM
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VCM
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State Street
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WA
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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return