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Advisory Services Network’s UFP Technologies UFPT Stock Holding History

Advisory Services Network’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
Q2 		– Sell
-1
Closed -$194 – 4473
2026
Q1 		$194 Buy
+1
New +$232 ﹤0.01% 4567
2025
Q4 		– Sell
-1
Closed -$200 – 4107
2025
Q3 		$200 Buy
+1
New +$220 ﹤0.01% 4219
2024
Q1 		– Sell
-146
Closed -$25.1K – 3524
2023
Q4 		$25.1K Buy
+146
New +$23.6K ﹤0.01% 2396

Other funds holding UFPT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Advisory Services Network's UFPT Position: Q2 2026 in Review

Advisory Services Network sold out of UFP Technologies (UFPT) in Q2 2026, closing a stake of 1 share — an estimated $194 sold.

Advisory Services Network first reported a position in UFPT in Q4 2023 and held it in 3 quarters. The position peaked at $25.1K in Q4 2023. 279 funds tracked by Wall St. Rank hold UFPT as of Q2 2026.

  • Advisory Services Network reported no remaining UFP Technologies position as of Q2 2026 after selling out during the quarter.
  • Advisory Services Network sold 1 UFP Technologies share in Q2 2026, an estimated $194.
  • Advisory Services Network first reported a position in UFP Technologies in Q4 2023 and held it in 3 quarters.
  • Advisory Services Network's UFP Technologies position peaked at $25.1K in Q4 2023.
  • 279 funds tracked by Wall St. Rank held UFP Technologies as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.