Covestor
UFPI icon

Covestor’s UFP Industries UFPI Stock Holding History

Covestor’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
Q3 		$82K Buy
1,059
+258
+32% +$22.1K 0.05% 466
2026
Q2 		$73K Sell
801
-75
-9% -$6.53K 0.04% 557
2026
Q1 		$81K Sell
876
-557
-39% -$56.3K 0.06% 393
2025
Q4 		$131K Buy
1,433
+660
+85% +$60.4K 0.07% 411
2025
Q3 		$72K Sell
773
-10
-1% -$1.01K 0.04% 736
2025
Q2 		$78K Sell
783
-103
-12% -$10.4K 0.05% 695
2025
Q1 		$94K Buy
886
+150
+20% +$16.7K 0.06% 533
2024
Q4 		$83K Sell
736
-153
-17% -$19.7K 0.05% 634
2024
Q3 		$117K Buy
889
+57
+7% +$6.88K 0.07% 435
2024
Q2 		$93K Sell
832
-120
-13% -$13.9K 0.06% 538
2024
Q1 		$118K Sell
952
-43
-4% -$5K 0.07% 428
2023
Q4 		$125K Sell
995
-84
-8% -$9.07K 0.09% 355
2023
Q3 		$110K Sell
1,079
-648
-38% -$65.5K 0.08% 361
2023
Q2 		$168K Buy
1,727
+260
+18% +$21.7K 0.13% 183
2023
Q1 		$117K Buy
1,467
+144
+11% +$12.3K 0.1% 297
2022
Q4 		$105K Sell
1,323
-77
-6% -$5.88K 0.09% 364
2022
Q3 		$101K Sell
1,400
-167
-11% -$13.3K 0.09% 345
2022
Q2 		$107K Buy
1,567
+383
+32% +$28.9K 0.08% 380
2022
Q1 		$91K Buy
1,184
+206
+21% +$17.2K 0.06% 570
2021
Q4 		$90K Buy
+978
New +$82.2K 0.13% 211

Other funds holding UFPI

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Covestor's UFPI Position: Q3 2026 in Review

Covestor increased its UFP Industries (UFPI) stake by 32% in Q3 2026, buying an estimated $22.1K and bringing the position to 1,059 shares worth $82K. The position accounts for 0.05% of the portfolio, ranked #466.

Covestor first reported a position in UFPI in Q4 2021 and has held it in 20 quarters since. The position peaked at $168K in Q2 2023. 304 funds tracked by Wall St. Rank hold UFPI as of Q3 2026.

  • Covestor held 1,059 shares of UFP Industries worth $82K as of Q3 2026.
  • Covestor bought 258 UFP Industries shares in Q3 2026, an estimated $22.1K.
  • UFP Industries made up 0.05% of Covestor's portfolio in Q3 2026, its #466 holding.
  • Covestor first reported a position in UFP Industries in Q4 2021 and has held it in 20 quarters since.
  • Covestor's UFP Industries position peaked at $168K in Q2 2023.
  • 304 funds tracked by Wall St. Rank held UFP Industries as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.