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Vest Financial’s UFP Industries UFPI Stock Holding History

Vest Financial’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
Q3 		– Sell
-8,250
Closed -$820K – 437
2025
Q2 		$820K Sell
8,250
-4,665
-36% -$471K 0.01% 363
2025
Q1 		$1.38M Sell
12,915
-8,673
-40% -$968K 0.02% 294
2024
Q4 		$2.43M Buy
21,588
+10,206
+90% +$1.32M 0.04% 170
2024
Q3 		$1.49M Buy
11,382
+1,820
+19% +$220K 0.03% 174
2024
Q2 		$1.07M Buy
9,562
+2,358
+33% +$274K 0.03% 196
2024
Q1 		$886K Buy
7,204
+5,286
+276% +$614K 0.02% 161
2023
Q4 		$241K Buy
+1,918
New +$207K 0.01% 166

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Vest Financial's UFPI Position: Q3 2025 in Review

Vest Financial sold out of UFP Industries (UFPI) in Q3 2025, closing a stake of 8,250 shares — an estimated $820K sold.

Vest Financial first reported a position in UFPI in Q4 2023 and held it in 7 quarters. The position peaked at $2.43M in Q4 2024. 414 funds tracked by Wall St. Rank hold UFPI as of Q3 2025.

  • Vest Financial reported no remaining UFP Industries position as of Q3 2025 after selling out during the quarter.
  • Vest Financial sold 8,250 UFP Industries shares in Q3 2025, an estimated $820K.
  • Vest Financial first reported a position in UFP Industries in Q4 2023 and held it in 7 quarters.
  • Vest Financial's UFP Industries position peaked at $2.43M in Q4 2024.
  • 414 funds tracked by Wall St. Rank held UFP Industries as of Q3 2025.

Based on Vest Financial's 13F filing for Q3 2025, filed 30 Oct 2025.