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Copeland Capital Management’s UFP Industries UFPI Stock Holding History

Copeland 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
2026
Q2 		$52.5M Buy
578,310
+148,284
+34% +$12.9M 1.08% 34
2026
Q1 		$39.6M Sell
430,026
-4,795
-1% -$485K 0.88% 40
2025
Q4 		$39.6M Sell
434,821
-29,970
-6% -$2.74M 0.88% 46
2025
Q3 		$43.5M Sell
464,791
-23,498
-5% -$2.37M 0.91% 44
2025
Q2 		$48.5M Sell
488,289
-47,093
-9% -$4.75M 1% 43
2025
Q1 		$57.3M Sell
535,382
-12,722
-2% -$1.42M 1.15% 32
2024
Q4 		$61.7M Buy
548,104
+1,907
+0.3% +$246K 1.15% 33
2024
Q3 		$71.7M Buy
546,197
+5,515
+1% +$666K 1.25% 26
2024
Q2 		$60.6M Buy
540,682
+2,745
+0.5% +$319K 1.13% 35
2024
Q1 		$66.2M Buy
537,937
+12,521
+2% +$1.45M 1.2% 34
2023
Q4 		$66M Sell
525,416
-14,604
-3% -$1.58M 1.32% 33
2023
Q3 		$55.3M Buy
540,020
+77,828
+17% +$7.86M 1.19% 38
2023
Q2 		$44.9M Sell
462,192
-252,524
-35% -$21.1M 0.93% 51
2023
Q1 		$56.8M Buy
714,716
+136,823
+24% +$11.7M 1.34% 40
2022
Q4 		$45.8M Buy
577,893
+82,037
+17% +$6.27M 1.21% 40
2022
Q3 		$35.8M Sell
495,856
-137,747
-22% -$11M 1.18% 36
2022
Q2 		$43.2M Sell
633,603
-75,948
-11% -$5.72M 1.37% 27
2022
Q1 		$54.7M Buy
709,551
+4,812
+0.7% +$401K 1.51% 18
2021
Q4 		$64.8M Buy
704,739
+8,565
+1% +$720K 1.68% 8
2021
Q3 		$47.3M Buy
696,174
+149,387
+27% +$10.9M 1.35% 29
2021
Q2 		$40.6M Buy
546,787
+417,127
+322% +$32.9M 1.22% 38
2021
Q1 		$9.83M Buy
+129,660
New +$8.12M 0.31% 82

Other funds holding UFPI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Copeland Capital Management's UFPI Position: Q2 2026 in Review

Copeland Capital Management increased its UFP Industries (UFPI) stake by 34% in Q2 2026, buying an estimated $12.9M and bringing the position to 578,310 shares worth $52.5M. The position accounts for 1.08% of the portfolio, ranked #34.

Copeland Capital Management first reported a position in UFPI in Q1 2021 and has held it in 22 quarters since. The position peaked at $71.7M in Q3 2024. 386 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • Copeland Capital Management held 578,310 shares of UFP Industries worth $52.5M as of Q2 2026.
  • Copeland Capital Management bought 148,284 UFP Industries shares in Q2 2026, an estimated $12.9M.
  • UFP Industries made up 1.08% of Copeland Capital Management's portfolio in Q2 2026, its #34 holding.
  • Copeland Capital Management first reported a position in UFP Industries in Q1 2021 and has held it in 22 quarters since.
  • Copeland Capital Management's UFP Industries position peaked at $71.7M in Q3 2024.
  • 386 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Copeland Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.