MPM
UFPI icon

Meritage Portfolio Management’s UFP Industries UFPI Stock Holding History

Meritage Portfolio 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
Q4 		$208K Sell
2,289
-599
-21% -$54.8K 0.01% 306
2025
Q3 		$270K Sell
2,888
-1,552
-35% -$157K 0.02% 292
2025
Q2 		$441K Sell
4,440
-246
-5% -$24.8K 0.03% 258
2025
Q1 		$502K Buy
4,686
+251
+6% +$28K 0.03% 239
2024
Q4 		$500K Buy
4,435
+489
+12% +$63K 0.03% 248
2024
Q3 		$518K Buy
3,946
+334
+9% +$40.3K 0.03% 248
2024
Q2 		$405K Sell
3,612
-5
-0.1% -$581 0.03% 262
2024
Q1 		$445K Sell
3,617
-209
-5% -$24.3K 0.03% 261
2023
Q4 		$480K Buy
3,826
+79
+2% +$8.53K 0.03% 251
2023
Q3 		$384K Sell
3,747
-125
-3% -$12.6K 0.03% 262
2023
Q2 		$376K Buy
3,872
+629
+19% +$52.5K 0.03% 269
2023
Q1 		$258K Sell
3,243
-111
-3% -$9.5K 0.02% 277
2022
Q4 		$266K Buy
3,354
+117
+4% +$8.94K 0.02% 268
2022
Q3 		$234K Buy
3,237
+20
+0.6% +$1.59K 0.02% 273
2022
Q2 		$219K Sell
3,217
-1
-0% -$75 0.02% 284
2022
Q1 		$248K Buy
+3,218
New +$268K 0.02% 300

Other funds holding UFPI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $32.2B AUM 10.98% 1-Year Est. Return
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Meritage Portfolio Management's UFPI Position: Q4 2025 in Review

Meritage Portfolio Management reduced its UFP Industries (UFPI) stake by 21% in Q4 2025, selling an estimated $54.8K and leaving 2,289 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #306.

Meritage Portfolio Management first reported a position in UFPI in Q1 2022 and has held it in 16 quarters since. The position peaked at $518K in Q3 2024. 412 funds tracked by Wall St. Rank hold UFPI as of Q4 2025.

  • Meritage Portfolio Management held 2,289 shares of UFP Industries worth $208K as of Q4 2025.
  • Meritage Portfolio Management sold 599 UFP Industries shares in Q4 2025, an estimated $54.8K.
  • UFP Industries made up 0.01% of Meritage Portfolio Management's portfolio in Q4 2025, its #306 holding.
  • Meritage Portfolio Management first reported a position in UFP Industries in Q1 2022 and has held it in 16 quarters since.
  • Meritage Portfolio Management's UFP Industries position peaked at $518K in Q3 2024.
  • 412 funds tracked by Wall St. Rank held UFP Industries as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.