Rockefeller Capital Management
UFPI icon

Rockefeller Capital Management’s UFP Industries UFPI Stock Holding History

Rockefeller 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
2026
Q3 		$272K Buy
3,519
+85
+2% +$7.28K ﹤0.01% 2484
2026
Q2 		$312K Buy
3,434
+119
+4% +$10.4K ﹤0.01% 2351
2026
Q1 		$305K Buy
3,315
+1,252
+61% +$127K ﹤0.01% 2248
2025
Q4 		$188K Buy
2,063
+1,037
+101% +$94.9K ﹤0.01% 2412
2025
Q3 		$96K Buy
+1,026
New +$104K ﹤0.01% 2595
2024
Q2 		– Sell
-27,273
Closed -$3.35M – 1734
2024
Q1 		$3.35M Buy
27,273
+3,349
+14% +$389K 0.01% 823
2023
Q4 		$3M Sell
23,924
-737
-3% -$79.6K 0.01% 784
2023
Q3 		$2.53M Buy
24,661
+574
+2% +$58K 0.01% 765
2023
Q2 		$2.34M Buy
24,087
+601
+3% +$50.1K 0.01% 790
2023
Q1 		$1.87M Sell
23,486
-755
-3% -$64.6K 0.01% 838
2022
Q4 		$1.92M Buy
24,241
+699
+3% +$53.4K 0.01% 761
2022
Q3 		$1.7M Buy
23,542
+23,263
+8,338% +$1.85M 0.01% 817
2022
Q2 		$18K Buy
279
+66
+31% +$4.97K ﹤0.01% 2814
2022
Q1 		$16K Buy
213
+36
+20% +$3K ﹤0.01% 2833
2021
Q4 		$16K Buy
177
+13
+8% +$1.09K ﹤0.01% 2761
2021
Q3 		$11K Sell
164
-1,518
-90% -$110K ﹤0.01% 2860
2021
Q2 		$125K Buy
1,682
+1,630
+3,135% +$129K ﹤0.01% 1699
2021
Q1 		$3K Sell
52
-20
-28% -$1.25K ﹤0.01% 3055
2020
Q4 		$3K Buy
72
+38
+112% +$2.09K ﹤0.01% 2591
2020
Q3 		$1K Buy
+34
New +$1.92K ﹤0.01% 2535

Other funds holding UFPI

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Rockefeller Capital Management's UFPI Position: Q3 2026 in Review

Rockefeller Capital Management increased its UFP Industries (UFPI) stake by 2.5% in Q3 2026, buying an estimated $7.28K and bringing the position to 3,519 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #2484.

Rockefeller Capital Management first reported a position in UFPI in Q3 2020 and has held it in 20 quarters since. The position peaked at $3.35M in Q1 2024. 304 funds tracked by Wall St. Rank hold UFPI as of Q3 2026.

  • Rockefeller Capital Management held 3,519 shares of UFP Industries worth $272K as of Q3 2026.
  • Rockefeller Capital Management bought 85 UFP Industries shares in Q3 2026, an estimated $7.28K.
  • UFP Industries made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q3 2026, its #2484 holding.
  • Rockefeller Capital Management first reported a position in UFP Industries in Q3 2020 and has held it in 20 quarters since.
  • Rockefeller Capital Management's UFP Industries position peaked at $3.35M in Q1 2024.
  • 304 funds tracked by Wall St. Rank held UFP Industries as of Q3 2026.

Based on Rockefeller Capital Management's 13F filing for Q3 2026, filed 13 Nov 2026.