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Kestra Investment Management’s UFP Industries UFPI Stock Holding History

Kestra 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
2025
Q3 		– Sell
-8,088
Closed -$844K – 959
2025
Q2 		$844K Buy
8,088
+2,826
+54% +$285K 0.01% 305
2025
Q1 		$563K Buy
5,262
+1,748
+50% +$195K 0.02% 253
2024
Q4 		$396K Buy
3,514
+670
+24% +$86.3K 0.02% 269
2024
Q3 		$373K Buy
+2,844
New +$343K 0.02% 240

Other funds holding UFPI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kestra Investment Management's UFPI Position: Q3 2025 in Review

Kestra Investment Management sold out of UFP Industries (UFPI) in Q3 2025, closing a stake of 8,088 shares — an estimated $844K sold.

Kestra Investment Management first reported a position in UFPI in Q3 2024 and held it in 4 quarters. The position peaked at $844K in Q2 2025. 414 funds tracked by Wall St. Rank hold UFPI as of Q3 2025.

  • Kestra Investment Management reported no remaining UFP Industries position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 8,088 UFP Industries shares in Q3 2025, an estimated $844K.
  • Kestra Investment Management first reported a position in UFP Industries in Q3 2024 and held it in 4 quarters.
  • Kestra Investment Management's UFP Industries position peaked at $844K in Q2 2025.
  • 414 funds tracked by Wall St. Rank held UFP Industries as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.