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Advisors Asset Management’s UFP Technologies UFPT Stock Holding History

Advisors Asset Management’s Portfolio UFPT Stock Details UFPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-108
Closed -$24K – 1507
2025
Q4 		$24K Sell
108
-110
-50% -$23.6K ﹤0.01% 1348
2025
Q3 		$43.5K Sell
218
-137
-39% -$30.1K ﹤0.01% 1303
2025
Q2 		$86.7K Sell
355
-179
-34% -$40.3K ﹤0.01% 1223
2025
Q1 		$108K Sell
534
-8
-1% -$1.94K ﹤0.01% 1186
2024
Q4 		$133K Buy
542
+130
+32% +$37.8K ﹤0.01% 1179
2024
Q3 		$130K Buy
412
+116
+39% +$37K ﹤0.01% 1186
2024
Q2 		$78.1K Buy
296
+159
+116% +$39.3K ﹤0.01% 1234
2024
Q1 		$34.6K Buy
+137
New +$26K ﹤0.01% 1318

Other funds holding UFPT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Advisors Asset Management's UFPT Position: Q1 2026 in Review

Advisors Asset Management sold out of UFP Technologies (UFPT) in Q1 2026, closing a stake of 108 shares — an estimated $24K sold.

Advisors Asset Management first reported a position in UFPT in Q1 2024 and held it in 8 quarters. The position peaked at $133K in Q4 2024. 273 funds tracked by Wall St. Rank hold UFPT as of Q1 2026.

  • Advisors Asset Management reported no remaining UFP Technologies position as of Q1 2026 after selling out during the quarter.
  • Advisors Asset Management sold 108 UFP Technologies shares in Q1 2026, an estimated $24K.
  • Advisors Asset Management first reported a position in UFP Technologies in Q1 2024 and held it in 8 quarters.
  • Advisors Asset Management's UFP Technologies position peaked at $133K in Q4 2024.
  • 273 funds tracked by Wall St. Rank held UFP Technologies as of Q1 2026.

Based on Advisors Asset Management's 13F filing for Q1 2026, filed 15 May 2026.