Allworth Financial’s UFP Technologies UFPT Stock Holding History

Allworth Financial’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	$4.24K	Buy	16 +4	+33%	+$869	﹤0.01%	4208
2026 Q1	$2.32K	Buy	12 +4	+50%	+$926	﹤0.01%	4302
2025 Q4	$1.78K	Buy	8 +3	+60%	+$643	﹤0.01%	4168
2025 Q3	$998	Hold	5	–	–	﹤0.01%	4252
2025 Q2	$1.22K	Hold	5	–	–	﹤0.01%	3899
2025 Q1	$1.03K	Hold	5	–	–	﹤0.01%	3453
2024 Q4	$1.36K	Hold	5	–	–	﹤0.01%	3297
2024 Q3	$1.58K	Hold	5	–	–	﹤0.01%	3055
2024 Q2	$1.56K	Hold	5	–	–	﹤0.01%	3023
2024 Q1	$1.26K	Hold	5	–	–	﹤0.01%	3004
2023 Q4	$861	Hold	5	–	–	﹤0.01%	2995
2023 Q3	$808	Hold	5	–	–	﹤0.01%	2911
2023 Q2	$970	Hold	5	–	–	﹤0.01%	2744
2023 Q1	$650	Hold	5	–	–	﹤0.01%	2786
2022 Q4	$589	Hold	5	–	–	﹤0.01%	2596
2022 Q3	$0	Hold	5	–	–	﹤0.01%	3124
2022 Q2	$0	Hold	5	–	–	﹤0.01%	2829
2022 Q1	$0	Buy	+5	New	+$344	﹤0.01%	2392

Other funds holding UFPT

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Allworth Financial's UFPT Position: Q2 2026 in Review

Allworth Financial increased its UFP Technologies (UFPT) stake by 33% in Q2 2026, buying an estimated $869 and bringing the position to 16 shares worth $4.24K. The position accounts for ﹤0.01% of the portfolio, ranked #4208.

Allworth Financial first reported a position in UFPT in Q1 2022 and has held it in 18 quarters since. 279 funds tracked by Wall St. Rank hold UFPT as of Q2 2026.

Allworth Financial held 16 shares of UFP Technologies worth $4.24K as of Q2 2026.
Allworth Financial bought 4 UFP Technologies shares in Q2 2026, an estimated $869.
UFP Technologies made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4208 holding.
Allworth Financial first reported a position in UFP Technologies in Q1 2022 and has held it in 18 quarters since.
279 funds tracked by Wall St. Rank held UFP Technologies as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.