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Kestra Advisory Services’s UFP Industries UFPI Stock Holding History

Kestra Advisory Services’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 		– Sell
-1,818
Closed -$165K – 4332
2025
Q4 		$165K Buy
+1,818
New +$166K ﹤0.01% 3042
2025
Q2 		– Sell
-1,940
Closed -$208K – 2987
2025
Q1 		$208K Sell
1,940
-8,162
-81% -$911K ﹤0.01% 2448
2024
Q4 		$1.14M Buy
10,102
+124
+1% +$16K 0.01% 1336
2024
Q3 		$1.31M Sell
9,978
-872
-8% -$105K 0.01% 1173
2024
Q2 		$1.22M Buy
10,850
+656
+6% +$76.2K 0.01% 1210
2024
Q1 		$1.25M Sell
10,194
-148
-1% -$17.2K 0.01% 1109
2023
Q4 		$1.3M Buy
10,342
+537
+5% +$58K 0.01% 994
2023
Q3 		$1M Buy
9,805
+103
+1% +$10.4K 0.01% 990
2023
Q2 		$942K Sell
9,702
-106
-1% -$8.84K 0.01% 1011
2023
Q1 		$779K Sell
9,808
-1,748
-15% -$150K 0.01% 1057
2022
Q4 		$916K Sell
11,556
-1,230
-10% -$94K 0.01% 1095
2022
Q3 		$923K Sell
12,786
-612
-5% -$48.7K 0.01% 1004
2022
Q2 		$913K Buy
13,398
+569
+4% +$42.9K 0.01% 1019
2022
Q1 		$990K Sell
12,829
-105
-0.8% -$8.76K 0.01% 970
2021
Q4 		$1.19M Sell
12,934
-397
-3% -$33.4K 0.01% 901
2021
Q3 		$906K Buy
13,331
+779
+6% +$56.6K 0.01% 1071
2021
Q2 		$933K Buy
12,552
+1,232
+11% +$97.3K 0.01% 980
2021
Q1 		$859K Buy
11,320
+508
+5% +$31.8K 0.01% 946
2020
Q4 		$612K Buy
10,812
+393
+4% +$21.6K 0.01% 1100
2020
Q3 		$589K Buy
+10,419
New +$588K 0.01% 816

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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

Kestra Advisory Services's UFPI Position: Q1 2026 in Review

Kestra Advisory Services sold out of UFP Industries (UFPI) in Q1 2026, closing a stake of 1,818 shares — an estimated $165K sold.

Kestra Advisory Services first reported a position in UFPI in Q3 2020 and held it in 20 quarters. The position peaked at $1.31M in Q3 2024. 397 funds tracked by Wall St. Rank hold UFPI as of Q1 2026.

  • Kestra Advisory Services reported no remaining UFP Industries position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 1,818 UFP Industries shares in Q1 2026, an estimated $165K.
  • Kestra Advisory Services first reported a position in UFP Industries in Q3 2020 and held it in 20 quarters.
  • Kestra Advisory Services's UFP Industries position peaked at $1.31M in Q3 2024.
  • 397 funds tracked by Wall St. Rank held UFP Industries as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.