AWA
UFPT icon

Arete Wealth Advisors’s UFP Technologies UFPT Stock Holding History

Arete Wealth Advisors’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
2025
Q3 		– Sell
-902
Closed -$220K – 813
2025
Q2 		$220K Buy
+902
New +$203K 0.02% 669
2025
Q1 		– Sell
-958
Closed -$233K – 810
2024
Q4 		$233K Buy
958
+49
+5% +$14.3K 0.02% 646
2024
Q3 		$287K Buy
909
+89
+11% +$28.4K 0.02% 537
2024
Q2 		$215K Buy
+820
New +$203K 0.02% 637

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Arete Wealth Advisors's UFPT Position: Q3 2025 in Review

Arete Wealth Advisors sold out of UFP Technologies (UFPT) in Q3 2025, closing a stake of 902 shares — an estimated $220K sold.

Arete Wealth Advisors first reported a position in UFPT in Q2 2024 and held it in 4 quarters. The position peaked at $287K in Q3 2024. 275 funds tracked by Wall St. Rank hold UFPT as of Q3 2025.

  • Arete Wealth Advisors reported no remaining UFP Technologies position as of Q3 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 902 UFP Technologies shares in Q3 2025, an estimated $220K.
  • Arete Wealth Advisors first reported a position in UFP Technologies in Q2 2024 and held it in 4 quarters.
  • Arete Wealth Advisors's UFP Technologies position peaked at $287K in Q3 2024.
  • 275 funds tracked by Wall St. Rank held UFP Technologies as of Q3 2025.

Based on Arete Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.