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Morningstar Investment Management’s UFP Industries UFPI Stock Holding History

Morningstar 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
Q4 		– Sell
-9,162
Closed -$857K – 463
2025
Q3 		$857K Buy
+9,162
New +$925K 0.03% 371

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morningstar Investment Management's UFPI Position: Q4 2025 in Review

Morningstar Investment Management sold out of UFP Industries (UFPI) in Q4 2025, closing a stake of 9,162 shares — an estimated $857K sold.

Morningstar Investment Management first reported a position in UFPI in Q3 2025 and held it in 1 quarter. The position peaked at $857K in Q3 2025. 411 funds tracked by Wall St. Rank hold UFPI as of Q4 2025.

  • Morningstar Investment Management reported no remaining UFP Industries position as of Q4 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 9,162 UFP Industries shares in Q4 2025, an estimated $857K.
  • Morningstar Investment Management first reported a position in UFP Industries in Q3 2025 and held it in 1 quarter.
  • Morningstar Investment Management's UFP Industries position peaked at $857K in Q3 2025.
  • 411 funds tracked by Wall St. Rank held UFP Industries as of Q4 2025.

Based on Morningstar Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.