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 Q2	$227K	Buy	+2,505	New	+$218K	﹤0.01%	1564
2026 Q1	–	Sell	-2,437	Closed	-$222K	–	1859
2025 Q4	$222K	Buy	+2,437	New	+$223K	﹤0.01%	1467
2025 Q3	–	Sell	-2,391	Closed	-$238K	–	2076
2025 Q2	$238K	Buy	+2,391	New	+$241K	﹤0.01%	1484
2025 Q1	–	Sell	-13,142	Closed	-$1.48M	–	1875
2024 Q4	$1.48M	Buy	+13,142	New	+$1.69M	﹤0.01%	939
2024 Q3	–	Sell	-7,199	Closed	-$806K	–	2214
2024 Q2	$806K	Sell	7,199 -631	-8%	-$73.3K	﹤0.01%	1073
2024 Q1	$963K	Buy	7,830 +4,449	+132%	+$517K	﹤0.01%	1176
2023 Q4	$424K	Buy	+3,381	New	+$365K	﹤0.01%	1420
2017 Q3	–	Sell	-19,800	Closed	-$576K	–	740
2017 Q2	$576K	Buy	19,800 +11,109	+128%	+$338K	0.02%	399
2017 Q1	$285K	Sell	8,691 -3,609	-29%	-$121K	0.01%	717
2016 Q4	$418K	Buy	+12,300	New	+$401K	0.01%	628

Other funds holding UFPI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

Capstone Investment Advisors opened a new position in UFP Industries (UFPI) in Q2 2026: 2,505 shares worth $227K. The stake represents ﹤0.01% of the portfolio and ranks #1564 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in UFPI as recently as Q4 2025.

Capstone Investment Advisors first reported a position in UFPI in Q4 2016 and has held it in 10 quarters since. The position peaked at $1.48M in Q4 2024. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

Capstone Investment Advisors held 2,505 shares of UFP Industries worth $227K as of Q2 2026.
UFP Industries was a new Capstone Investment Advisors position in Q2 2026.
UFP Industries made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1564 holding.
Capstone Investment Advisors first reported a position in UFP Industries in Q4 2016 and has held it in 10 quarters since.
Capstone Investment Advisors's UFP Industries position peaked at $1.48M in Q4 2024.
385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.