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Avantax Advisory Services’s UFP Technologies UFPT Stock Holding History

Avantax 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
2025
Q2 		$363K Sell
1,488
-48
-3% -$10.8K ﹤0.01% 1777
2025
Q1 		$310K Buy
1,536
+674
+78% +$163K ﹤0.01% 1808
2024
Q4 		$211K Buy
862
+87
+11% +$25.3K ﹤0.01% 2026
2024
Q3 		$245K Buy
775
+7
+0.9% +$2.23K ﹤0.01% 1891
2024
Q2 		$203K Buy
+768
New +$190K ﹤0.01% 1950

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avantax Advisory Services's UFPT Position: Q2 2025 in Review

Avantax Advisory Services reduced its UFP Technologies (UFPT) stake by 3.1% in Q2 2025, selling an estimated $10.8K and leaving 1,488 shares worth $363K. The position accounts for ﹤0.01% of the portfolio, ranked #1777.

Avantax Advisory Services first reported a position in UFPT in Q2 2024 and has held it in 5 quarters since. 292 funds tracked by Wall St. Rank hold UFPT as of Q2 2025.

  • Avantax Advisory Services held 1,488 shares of UFP Technologies worth $363K as of Q2 2025.
  • Avantax Advisory Services sold 48 UFP Technologies shares in Q2 2025, an estimated $10.8K.
  • UFP Technologies made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1777 holding.
  • Avantax Advisory Services first reported a position in UFP Technologies in Q2 2024 and has held it in 5 quarters since.
  • 292 funds tracked by Wall St. Rank held UFP Technologies as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.