CCM
UFPI icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Copeland Capital Management's UFPI Position: Q1 2026 in Review

Copeland Capital Management reduced its UFP Industries (UFPI) stake by 1.1% in Q1 2026, selling an estimated $485K and leaving 430,026 shares worth $39.6M. The position accounts for 0.88% of the portfolio, ranked #40.

Copeland Capital Management first reported a position in UFPI in Q1 2021 and has held it in 21 quarters since. The position peaked at $71.7M in Q3 2024. 395 funds tracked by Wall St. Rank hold UFPI as of Q1 2026.

  • Copeland Capital Management held 430,026 shares of UFP Industries worth $39.6M as of Q1 2026.
  • Copeland Capital Management sold 4,795 UFP Industries shares in Q1 2026, an estimated $485K.
  • UFP Industries made up 0.88% of Copeland Capital Management's portfolio in Q1 2026, its #40 holding.
  • Copeland Capital Management first reported a position in UFP Industries in Q1 2021 and has held it in 21 quarters since.
  • Copeland Capital Management's UFP Industries position peaked at $71.7M in Q3 2024.
  • 395 funds tracked by Wall St. Rank held UFP Industries as of Q1 2026.

Based on Copeland Capital Management's 13F filing for Q1 2026, filed 6 May 2026.