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Alliance Wealth Advisors (Utah)’s UFP Technologies UFPT Stock Holding History

Alliance Wealth Advisors (Utah)’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 		$540K Sell
2,037
-378
-16% -$82.1K 0.1% 123
2026
Q1 		$468K Sell
2,415
-782
-24% -$181K 0.1% 143
2025
Q4 		$710K Sell
3,197
-111
-3% -$23.8K 0.15% 137
2025
Q3 		$660K Buy
3,308
+215
+7% +$47.3K 0.15% 148
2025
Q2 		$755K Buy
3,093
+5
+0.2% +$1.13K 0.18% 126
2025
Q1 		$623K Buy
3,088
+62
+2% +$15K 0.16% 137
2024
Q4 		$740K Sell
3,026
-232
-7% -$67.5K 0.19% 127
2024
Q3 		$1.03M Buy
3,258
+170
+6% +$54.2K 0.27% 93
2024
Q2 		$815K Buy
3,088
+324
+12% +$80K 0.24% 101
2024
Q1 		$697K Buy
2,764
+361
+15% +$68.6K 0.21% 111
2023
Q4 		$413K Buy
2,403
+105
+5% +$17K 0.14% 160
2023
Q3 		$371K Buy
2,298
+176
+8% +$30.8K 0.14% 155
2023
Q2 		$411K Buy
+2,122
New +$328K 0.15% 142

Other funds holding UFPT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 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 $3.38T AUM 44.17% 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

Alliance Wealth Advisors (Utah)'s UFPT Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) reduced its UFP Technologies (UFPT) stake by 16% in Q2 2026, selling an estimated $82.1K and leaving 2,037 shares worth $540K. The position accounts for 0.1% of the portfolio, ranked #123.

Alliance Wealth Advisors (Utah) first reported a position in UFPT in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.03M in Q3 2024. 279 funds tracked by Wall St. Rank hold UFPT as of Q2 2026.

  • Alliance Wealth Advisors (Utah) held 2,037 shares of UFP Technologies worth $540K as of Q2 2026.
  • Alliance Wealth Advisors (Utah) sold 378 UFP Technologies shares in Q2 2026, an estimated $82.1K.
  • UFP Technologies made up 0.1% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #123 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in UFP Technologies in Q2 2023 and has held it in 13 quarters since.
  • Alliance Wealth Advisors (Utah)'s UFP Technologies position peaked at $1.03M in Q3 2024.
  • 279 funds tracked by Wall St. Rank held UFP Technologies as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.