FGP
UFPI icon

Freestone Grove Partners’s UFP Industries UFPI Stock Holding History

Freestone Grove Partners’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 		$1.07M Sell
11,598
-1,420
-11% -$144K 0.01% 462
2025
Q4 		$1.19M Buy
13,018
+4,718
+57% +$432K 0.01% 450
2025
Q3 		$776K Buy
+8,300
New +$838K 0.01% 471

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

Freestone Grove Partners's UFPI Position: Q1 2026 in Review

Freestone Grove Partners reduced its UFP Industries (UFPI) stake by 11% in Q1 2026, selling an estimated $144K and leaving 11,598 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #462.

Freestone Grove Partners first reported a position in UFPI in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.19M in Q4 2025. 395 funds tracked by Wall St. Rank hold UFPI as of Q1 2026.

  • Freestone Grove Partners held 11,598 shares of UFP Industries worth $1.07M as of Q1 2026.
  • Freestone Grove Partners sold 1,420 UFP Industries shares in Q1 2026, an estimated $144K.
  • UFP Industries made up 0.01% of Freestone Grove Partners's portfolio in Q1 2026, its #462 holding.
  • Freestone Grove Partners first reported a position in UFP Industries in Q3 2025 and has held it in 3 quarters since.
  • Freestone Grove Partners's UFP Industries position peaked at $1.19M in Q4 2025.
  • 395 funds tracked by Wall St. Rank held UFP Industries as of Q1 2026.

Based on Freestone Grove Partners's 13F filing for Q1 2026, filed 15 May 2026.