Annex Advisory Services’s UFP Technologies UFPT Stock Holding History

Annex Advisory Services’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	$34.6M	Buy	130,481 +87	+0.1%	+$18.9K	0.59%	51
2026 Q1	$25.2M	Buy	130,394 +3,510	+3%	+$813K	0.47%	58
2025 Q4	$28.2M	Buy	126,884 +4,271	+3%	+$915K	0.54%	53
2025 Q3	$24.5M	Buy	122,613 +4,020	+3%	+$884K	0.52%	53
2025 Q2	$29M	Buy	118,593 +13,305	+13%	+$2.99M	0.7%	42
2025 Q1	$21.2M	Buy	105,288 +43,480	+70%	+$10.5M	0.6%	47
2024 Q4	$15.1M	Buy	61,808 +15,940	+35%	+$4.64M	0.46%	52
2024 Q3	$14.5M	Buy	45,868 +2,142	+5%	+$683K	0.46%	49
2024 Q2	$11.5M	Sell	43,726 -2,763	-6%	-$683K	0.41%	51
2024 Q1	$11.7M	Buy	46,489 +3,564	+8%	+$678K	0.42%	45
2023 Q4	$7.38M	Buy	42,925 +12,343	+40%	+$2M	0.31%	56
2023 Q3	$4.94M	Buy	30,582 +1,493	+5%	+$261K	0.3%	65
2023 Q2	$5.64M	Buy	29,089 +2,387	+9%	+$370K	0.31%	62
2023 Q1	$3.47M	Buy	26,702 +2,426	+10%	+$282K	0.19%	72
2022 Q4	$2.86M	Buy	24,276 +2,004	+9%	+$214K	0.16%	77
2022 Q3	$1.91M	Buy	22,272 +1,615	+8%	+$141K	0.13%	91
2022 Q2	$1.64M	Buy	20,657 +7,900	+62%	+$581K	0.12%	103
2022 Q1	$844K	Buy	12,757 +9,683	+315%	+$665K	0.06%	133
2021 Q4	$216K	Buy	+3,074	New	+$204K	0.01%	231

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

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

Annex Advisory Services increased its UFP Technologies (UFPT) stake by 0.07% in Q2 2026, buying an estimated $18.9K and bringing the position to 130,481 shares worth $34.6M. The position accounts for 0.59% of the portfolio, ranked #51.

Annex Advisory Services first reported a position in UFPT in Q4 2021 and has held it in 19 quarters since. 279 funds tracked by Wall St. Rank hold UFPT as of Q2 2026.

Annex Advisory Services held 130,481 shares of UFP Technologies worth $34.6M as of Q2 2026.
Annex Advisory Services bought 87 UFP Technologies shares in Q2 2026, an estimated $18.9K.
UFP Technologies made up 0.59% of Annex Advisory Services's portfolio in Q2 2026, its #51 holding.
Annex Advisory Services first reported a position in UFP Technologies in Q4 2021 and has held it in 19 quarters since.
279 funds tracked by Wall St. Rank held UFP Technologies as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.