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Costello Asset Management’s UFP Industries UFPI Stock Holding History

Costello Asset 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
Q4 		– Sell
-58
Closed -$5.38K – 723
2025
Q3 		$5.38K Buy
58
+1
+2% +$101 ﹤0.01% 535
2025
Q2 		$5.69K Buy
+57
New +$5.75K ﹤0.01% 535

Other funds holding UFPI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $32.2B AUM 10.98% 1-Year Est. Return
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Costello Asset Management's UFPI Position: Q4 2025 in Review

Costello Asset Management sold out of UFP Industries (UFPI) in Q4 2025, closing a stake of 58 shares — an estimated $5.38K sold.

Costello Asset Management first reported a position in UFPI in Q2 2025 and held it in 2 quarters. The position peaked at $5.69K in Q2 2025. 412 funds tracked by Wall St. Rank hold UFPI as of Q4 2025.

  • Costello Asset Management reported no remaining UFP Industries position as of Q4 2025 after selling out during the quarter.
  • Costello Asset Management sold 58 UFP Industries shares in Q4 2025, an estimated $5.38K.
  • Costello Asset Management first reported a position in UFP Industries in Q2 2025 and held it in 2 quarters.
  • Costello Asset Management's UFP Industries position peaked at $5.69K in Q2 2025.
  • 412 funds tracked by Wall St. Rank held UFP Industries as of Q4 2025.

Based on Costello Asset Management's 13F filing for Q4 2025, filed 3 Feb 2026.