Tortoise Investment Management’s UFP Industries UFPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-351
| Closed | -$32.8K | – | 1369 |
|
|
2025
Q3 | $32.8K | Buy |
351
+3
| +0.9% | +$303 | ﹤0.01% | 451 |
|
|
2025
Q2 | $34.6K | Hold |
348
| – | – | ﹤0.01% | 433 |
|
|
2025
Q1 | $37.3K | Hold |
348
| – | – | ﹤0.01% | 411 |
|
|
2024
Q4 | $39.2K | Hold |
348
| – | – | ﹤0.01% | 454 |
|
|
2024
Q3 | $45.7K | Hold |
348
| – | – | ﹤0.01% | 422 |
|
|
2024
Q2 | $39K | Hold |
348
| – | – | ﹤0.01% | 423 |
|
|
2024
Q1 | $42.8K | Hold |
348
| – | – | 0.01% | 400 |
|
|
2023
Q4 | $43.7K | Hold |
348
| – | – | 0.01% | 372 |
|
|
2023
Q3 | $35.6K | Hold |
348
| – | – | 0.01% | 382 |
|
|
2023
Q2 | $33.8K | Hold |
348
| – | – | 0.01% | 395 |
|
|
2023
Q1 | $27.7K | Hold |
348
| – | – | ﹤0.01% | 417 |
|
|
2022
Q4 | $27.6K | Hold |
348
| – | – | ﹤0.01% | 408 |
|
|
2022
Q3 | $25K | Hold |
348
| – | – | ﹤0.01% | 410 |
|
|
2022
Q2 | $24K | Hold |
348
| – | – | ﹤0.01% | 408 |
|
|
2022
Q1 | $27K | Hold |
348
| – | – | 0.01% | 386 |
|
|
2021
Q4 | $32K | Hold |
348
| – | – | 0.01% | 338 |
|
|
2021
Q3 | $24K | Hold |
348
| – | – | ﹤0.01% | 368 |
|
|
2021
Q2 | $26K | Hold |
348
| – | – | 0.01% | 348 |
|
|
2021
Q1 | $26K | Hold |
348
| – | – | 0.01% | 326 |
|
|
2020
Q4 | $19K | Hold |
348
| – | – | ﹤0.01% | 340 |
|
|
2020
Q3 | $20K | Hold |
348
| – | – | ﹤0.01% | 310 |
|
|
2020
Q2 | $17K | Hold |
348
| – | – | ﹤0.01% | 319 |
|
|
2020
Q1 | $13K | Hold |
348
| – | – | ﹤0.01% | 345 |
|
|
2019
Q4 | $17K | Hold |
348
| – | – | ﹤0.01% | 344 |
|
|
2019
Q3 | $14K | Hold |
348
| – | – | ﹤0.01% | 363 |
|
|
2019
Q2 | $13K | Hold |
348
| – | – | ﹤0.01% | 398 |
|
|
2019
Q1 | $10K | Hold |
348
| – | – | ﹤0.01% | 418 |
|
|
2018
Q4 | $9K | Hold |
348
| – | – | ﹤0.01% | 402 |
|
|
2018
Q3 | $12K | Hold |
348
| – | – | ﹤0.01% | 383 |
|
|
2018
Q2 | $13K | Hold |
348
| – | – | ﹤0.01% | 383 |
|
|
2018
Q1 | $11K | Hold |
348
| – | – | ﹤0.01% | 377 |
|
|
2017
Q4 | $13K | Hold |
348
| – | – | ﹤0.01% | 362 |
|
|
2017
Q3 | $11K | Hold |
348
| – | – | ﹤0.01% | 356 |
|
|
2017
Q2 | $10K | Hold |
348
| – | – | ﹤0.01% | 357 |
|
|
2017
Q1 | $11K | Hold |
348
| – | – | ﹤0.01% | 325 |
|
|
2016
Q4 | $12K | Hold |
348
| – | – | ﹤0.01% | 317 |
|
|
2016
Q3 | $11K | Hold |
348
| – | – | ﹤0.01% | 305 |
|
|
2016
Q2 | $11K | Buy |
+348
| New | +$9.8K | ﹤0.01% | 308 |
|
Other funds holding UFPI
WA
Tortoise Investment Management's UFPI Position: Q4 2025 in Review
Tortoise Investment Management sold out of UFP Industries (UFPI) in Q4 2025, closing a stake of 351 shares — an estimated $32.8K sold.
Tortoise Investment Management first reported a position in UFPI in Q2 2016 and held it in 38 quarters. The position peaked at $45.7K in Q3 2024. 412 funds tracked by Wall St. Rank hold UFPI as of Q4 2025.
- Tortoise Investment Management reported no remaining UFP Industries position as of Q4 2025 after selling out during the quarter.
- Tortoise Investment Management sold 351 UFP Industries shares in Q4 2025, an estimated $32.8K.
- Tortoise Investment Management first reported a position in UFP Industries in Q2 2016 and held it in 38 quarters.
- Tortoise Investment Management's UFP Industries position peaked at $45.7K in Q3 2024.
- 412 funds tracked by Wall St. Rank held UFP Industries as of Q4 2025.
Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.