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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
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 $5.72T AUM 30.48% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s UFPT Position: Q1 2026 in Review

Alliance Wealth Advisors (Utah) reduced its UFP Technologies (UFPT) stake by 24% in Q1 2026, selling an estimated $181K and leaving 2,415 shares worth $468K. The position accounts for 0.1% of the portfolio, ranked #143.

Alliance Wealth Advisors (Utah) first reported a position in UFPT in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.03M in Q3 2024. 273 funds tracked by Wall St. Rank hold UFPT as of Q1 2026.

  • Alliance Wealth Advisors (Utah) held 2,415 shares of UFP Technologies worth $468K as of Q1 2026.
  • Alliance Wealth Advisors (Utah) sold 782 UFP Technologies shares in Q1 2026, an estimated $181K.
  • UFP Technologies made up 0.1% of Alliance Wealth Advisors (Utah)'s portfolio in Q1 2026, its #143 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in UFP Technologies in Q2 2023 and has held it in 12 quarters since.
  • Alliance Wealth Advisors (Utah)'s UFP Technologies position peaked at $1.03M in Q3 2024.
  • 273 funds tracked by Wall St. Rank held UFP Technologies as of Q1 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q1 2026, filed 12 May 2026.