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Montag & Associates’s UFP Industries UFPI Stock Holding History

Montag & Associates’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
Q2 		– Sell
-8
Closed -$879 – 1022
2025
Q1 		$879 Hold
8
– – ﹤0.01% 965
2024
Q4 		$925 Sell
8
-1
-11% -$129 ﹤0.01% 959
2024
Q3 		$1.21K Hold
9
– – ﹤0.01% 957
2024
Q2 		$1.03K Sell
9
-3
-25% -$349 ﹤0.01% 931
2024
Q1 		$1.47K Buy
+12
New +$1.39K ﹤0.01% 889

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Montag & Associates's UFPI Position: Q2 2025 in Review

Montag & Associates sold out of UFP Industries (UFPI) in Q2 2025, closing a stake of 8 shares — an estimated $879 sold.

Montag & Associates first reported a position in UFPI in Q1 2024 and held it in 5 quarters. The position peaked at $1.47K in Q1 2024. 432 funds tracked by Wall St. Rank hold UFPI as of Q2 2025.

  • Montag & Associates reported no remaining UFP Industries position as of Q2 2025 after selling out during the quarter.
  • Montag & Associates sold 8 UFP Industries shares in Q2 2025, an estimated $879.
  • Montag & Associates first reported a position in UFP Industries in Q1 2024 and held it in 5 quarters.
  • Montag & Associates's UFP Industries position peaked at $1.47K in Q1 2024.
  • 432 funds tracked by Wall St. Rank held UFP Industries as of Q2 2025.

Based on Montag & Associates's 13F filing for Q2 2025, filed 7 Aug 2025.