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Osterweis Capital Management’s UFP Industries UFPI Stock Holding History

Osterweis Capital 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
-210
Closed -$19.6K – 314
2025
Q3 		$19.6K Hold
210
– – ﹤0.01% 256
2025
Q2 		$20.9K Buy
+210
New +$21.2K ﹤0.01% 262

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

Osterweis Capital Management's UFPI Position: Q4 2025 in Review

Osterweis Capital Management sold out of UFP Industries (UFPI) in Q4 2025, closing a stake of 210 shares — an estimated $19.6K sold.

Osterweis Capital Management first reported a position in UFPI in Q2 2025 and held it in 2 quarters. The position peaked at $20.9K in Q2 2025. 412 funds tracked by Wall St. Rank hold UFPI as of Q4 2025.

  • Osterweis Capital Management reported no remaining UFP Industries position as of Q4 2025 after selling out during the quarter.
  • Osterweis Capital Management sold 210 UFP Industries shares in Q4 2025, an estimated $19.6K.
  • Osterweis Capital Management first reported a position in UFP Industries in Q2 2025 and held it in 2 quarters.
  • Osterweis Capital Management's UFP Industries position peaked at $20.9K in Q2 2025.
  • 412 funds tracked by Wall St. Rank held UFP Industries as of Q4 2025.

Based on Osterweis Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.