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Kingsview Wealth Management’s UFP Industries UFPI Stock Holding History

Kingsview Wealth 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
-9,010
Closed -$895K – 1292
2025
Q2 		$895K Buy
9,010
+4,772
+113% +$482K 0.02% 615
2025
Q1 		$454K Sell
4,238
-2,180
-34% -$243K 0.01% 756
2024
Q4 		$723K Buy
6,418
+150
+2% +$19.3K 0.01% 638
2024
Q3 		$822K Buy
6,268
+113
+2% +$13.6K 0.02% 584
2024
Q2 		$689K Buy
6,155
+465
+8% +$54K 0.02% 596
2024
Q1 		$700K Buy
5,690
+1,212
+27% +$141K 0.02% 592
2023
Q4 		$562K Sell
4,478
-3,774
-46% -$407K 0.02% 609
2023
Q3 		$845K Sell
8,252
-2,041
-20% -$206K 0.03% 479
2023
Q2 		$999K Buy
10,293
+2,756
+37% +$230K 0.04% 410
2023
Q1 		$599K Sell
7,537
-492
-6% -$42.1K 0.03% 526
2022
Q4 		$636K Buy
+8,029
New +$613K 0.03% 446
2020
Q4 		– Sell
-7,779
Closed -$440K – 783
2020
Q3 		$440K Buy
7,779
+2,005
+35% +$113K 0.04% 392
2020
Q2 		$286K Buy
+5,774
New +$246K 0.03% 453

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

Kingsview Wealth Management's UFPI Position: Q3 2025 in Review

Kingsview Wealth Management sold out of UFP Industries (UFPI) in Q3 2025, closing a stake of 9,010 shares — an estimated $895K sold.

Kingsview Wealth Management first reported a position in UFPI in Q2 2020 and held it in 13 quarters. The position peaked at $999K in Q2 2023. 414 funds tracked by Wall St. Rank hold UFPI as of Q3 2025.

  • Kingsview Wealth Management reported no remaining UFP Industries position as of Q3 2025 after selling out during the quarter.
  • Kingsview Wealth Management sold 9,010 UFP Industries shares in Q3 2025, an estimated $895K.
  • Kingsview Wealth Management first reported a position in UFP Industries in Q2 2020 and held it in 13 quarters.
  • Kingsview Wealth Management's UFP Industries position peaked at $999K in Q2 2023.
  • 414 funds tracked by Wall St. Rank held UFP Industries as of Q3 2025.

Based on Kingsview Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.