SCM
UFPI icon

Shelton Capital Management’s UFP Industries UFPI Stock Holding History

Shelton 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
-2,175
Closed -$203K – 767
2025
Q3 		$203K Hold
2,175
– – ﹤0.01% 688
2025
Q2 		$216K Sell
2,175
-53
-2% -$5.35K 0.01% 637
2025
Q1 		$238K Sell
2,228
-71
-3% -$7.92K 0.01% 580
2024
Q4 		$259K Sell
2,299
-125
-5% -$16.1K 0.01% 567
2024
Q3 		$318K Sell
2,424
-94
-4% -$11.4K 0.01% 476
2024
Q2 		$282K Sell
2,518
-161
-6% -$18.7K 0.01% 515
2024
Q1 		$330K Hold
2,679
– – 0.01% 490
2023
Q4 		$336K Sell
2,679
-199
-7% -$21.5K 0.01% 443
2023
Q3 		$295K Sell
2,878
-214
-7% -$21.6K 0.01% 480
2023
Q2 		$300K Sell
3,092
-84
-3% -$7.01K 0.01% 493
2023
Q1 		$252K Sell
3,176
-454
-13% -$38.9K 0.01% 563
2022
Q4 		$288K Sell
3,630
-328
-8% -$25.1K 0.03% 455
2022
Q3 		$286K Hold
3,958
– – 0.01% 471
2022
Q2 		$270K Hold
3,958
– – 0.01% 526
2022
Q1 		$305K Hold
3,958
– – 0.01% 538
2021
Q4 		$364K Hold
3,958
– – 0.01% 474
2021
Q3 		$269K Hold
3,958
– – 0.01% 616
2021
Q2 		$294K Sell
3,958
-154
-4% -$12.2K 0.01% 575
2021
Q1 		$312K Hold
4,112
– – 0.01% 542
2020
Q4 		$228K Sell
4,112
-285
-6% -$15.6K 0.01% 625
2020
Q3 		$248K Hold
4,397
– – 0.01% 599
2020
Q2 		$218K Buy
+4,397
New +$187K 0.01% 568
2020
Q1 		– Sell
-5,487
Closed -$262K – 824
2019
Q4 		$262K Sell
5,487
-261
-5% -$12.3K 0.01% 602
2019
Q3 		$229K Sell
5,748
-315
-5% -$12.3K 0.01% 680
2019
Q2 		$231K Buy
+6,063
New +$210K 0.01% 697
2018
Q4 		– Sell
-6,063
Closed -$214K – 892
2018
Q3 		$214K Hold
6,063
– – 0.01% 814
2018
Q2 		$222K Buy
+6,063
New +$212K 0.01% 740
2018
Q1 		– Sell
-6,063
Closed -$228K – 890
2017
Q4 		$228K Buy
+6,063
New +$223K 0.01% 752

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

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

Shelton Capital Management sold out of UFP Industries (UFPI) in Q4 2025, closing a stake of 2,175 shares — an estimated $203K sold.

Shelton Capital Management first reported a position in UFPI in Q4 2017 and held it in 28 quarters. The position peaked at $364K in Q4 2021. 412 funds tracked by Wall St. Rank hold UFPI as of Q4 2025.

  • Shelton Capital Management reported no remaining UFP Industries position as of Q4 2025 after selling out during the quarter.
  • Shelton Capital Management sold 2,175 UFP Industries shares in Q4 2025, an estimated $203K.
  • Shelton Capital Management first reported a position in UFP Industries in Q4 2017 and held it in 28 quarters.
  • Shelton Capital Management's UFP Industries position peaked at $364K in Q4 2021.
  • 412 funds tracked by Wall St. Rank held UFP Industries as of Q4 2025.

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