Kayne Anderson Rudnick Investment Management
UFPI icon

Kayne Anderson Rudnick Investment Management’s UFP Industries UFPI Stock Holding History

Kayne Anderson Rudnick Investment 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 		$271M Sell
2,989,380
-198,300
-6% -$17.3M 0.84% 40
2026
Q1 		$294M Buy
3,187,680
+16,142
+0.5% +$1.63M 0.86% 43
2025
Q4 		$289M Sell
3,171,538
-401,056
-11% -$36.7M 0.78% 46
2025
Q3 		$334M Sell
3,572,594
-77,631
-2% -$7.84M 0.81% 46
2025
Q2 		$363M Sell
3,650,225
-101,174
-3% -$10.2M 0.87% 42
2025
Q1 		$402M Buy
3,751,399
+568,741
+18% +$63.5M 0.98% 41
2024
Q4 		$359M Sell
3,182,658
-80,126
-2% -$10.3M 0.82% 44
2024
Q3 		$428M Buy
3,262,784
+38,191
+1% +$4.61M 0.94% 42
2024
Q2 		$361M Buy
3,224,593
+28,601
+0.9% +$3.32M 0.88% 43
2024
Q1 		$393M Buy
3,195,992
+44,330
+1% +$5.15M 0.91% 40
2023
Q4 		$396M Buy
3,151,662
+1,590,377
+102% +$172M 0.99% 39
2023
Q3 		$160M Buy
1,561,285
+1,370,105
+717% +$138M 0.46% 64
2023
Q2 		$18.6M Buy
+191,180
New +$15.9M 0.05% 202
2020
Q2 		– Sell
-105
Closed -$4K – 629
2020
Q1 		$4K Hold
105
– – ﹤0.01% 482
2019
Q4 		$5K Hold
105
– – ﹤0.01% 466
2019
Q3 		$4K Hold
105
– – ﹤0.01% 453
2019
Q2 		$4K Buy
+105
New +$3.64K ﹤0.01% 452

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
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's UFPI Position: Q2 2026 in Review

Kayne Anderson Rudnick Investment Management reduced its UFP Industries (UFPI) stake by 6.2% in Q2 2026, selling an estimated $17.3M and leaving 2,989,380 shares worth $271M. The position accounts for 0.84% of the portfolio, ranked #40.

Kayne Anderson Rudnick Investment Management first reported a position in UFPI in Q2 2019 and has held it in 17 quarters since. The position peaked at $428M in Q3 2024. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • Kayne Anderson Rudnick Investment Management held 2,989,380 shares of UFP Industries worth $271M as of Q2 2026.
  • Kayne Anderson Rudnick Investment Management sold 198,300 UFP Industries shares in Q2 2026, an estimated $17.3M.
  • UFP Industries made up 0.84% of Kayne Anderson Rudnick Investment Management's portfolio in Q2 2026, its #40 holding.
  • Kayne Anderson Rudnick Investment Management first reported a position in UFP Industries in Q2 2019 and has held it in 17 quarters since.
  • Kayne Anderson Rudnick Investment Management's UFP Industries position peaked at $428M in Q3 2024.
  • 385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.