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Coldstream Capital Management’s UFP Industries UFPI Stock Holding History

Coldstream Capital Management’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
Q3 		– Sell
-2,091
Closed -$208K – 1265
2025
Q2 		$208K Sell
2,091
-129
-6% -$13K ﹤0.01% 1062
2025
Q1 		$238K Sell
2,220
-6
-0.3% -$669 0.01% 921
2024
Q4 		$251K Sell
2,226
-37
-2% -$4.77K 0.01% 915
2024
Q3 		$297K Sell
2,263
-40
-2% -$4.83K 0.01% 844
2024
Q2 		$258K Sell
2,303
-36
-2% -$4.18K 0.01% 823
2024
Q1 		$288K Buy
2,339
+67
+3% +$7.78K 0.01% 786
2023
Q4 		$285K Sell
2,272
-36
-2% -$3.89K 0.01% 727
2023
Q3 		$236K Sell
2,308
-2
-0.1% -$202 0.01% 690
2023
Q2 		$224K Buy
+2,310
New +$193K 0.01% 741

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Coldstream Capital Management's UFPI Position: Q3 2025 in Review

Coldstream Capital Management sold out of UFP Industries (UFPI) in Q3 2025, closing a stake of 2,091 shares — an estimated $208K sold.

Coldstream Capital Management first reported a position in UFPI in Q2 2023 and held it in 9 quarters. The position peaked at $297K in Q3 2024. 414 funds tracked by Wall St. Rank hold UFPI as of Q3 2025.

  • Coldstream Capital Management reported no remaining UFP Industries position as of Q3 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 2,091 UFP Industries shares in Q3 2025, an estimated $208K.
  • Coldstream Capital Management first reported a position in UFP Industries in Q2 2023 and held it in 9 quarters.
  • Coldstream Capital Management's UFP Industries position peaked at $297K in Q3 2024.
  • 414 funds tracked by Wall St. Rank held UFP Industries as of Q3 2025.

Based on Coldstream Capital Management's 13F filing for Q3 2025, filed 19 Nov 2025.