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Bell Investment Advisors’s UFP Technologies UFPT Stock Holding History

Bell Investment 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
2026
Q2 		$1.59K Hold
6
– – ﹤0.01% 1409
2026
Q1 		$1.16K Hold
6
– – ﹤0.01% 1509
2025
Q4 		$1.33K Sell
6
-10
-63% -$2.14K ﹤0.01% 1481
2025
Q3 		$3.19K Sell
16
-2
-11% -$440 ﹤0.01% 1137
2025
Q2 		$4.39K Buy
18
+10
+125% +$2.25K ﹤0.01% 1039
2025
Q1 		$1.61K Hold
8
– – ﹤0.01% 1391
2024
Q4 		$1.96K Sell
8
-7
-47% -$2.04K ﹤0.01% 1346
2024
Q3 		$4.75K Buy
15
+9
+150% +$2.87K ﹤0.01% 952
2024
Q2 		$1.58K Hold
6
– – ﹤0.01% 1456
2024
Q1 		$1.51K Hold
6
– – ﹤0.01% 1461
2023
Q4 		$1.03K Hold
6
– – ﹤0.01% 1584
2023
Q3 		$969 Sell
6
-9
-60% -$1.58K ﹤0.01% 1587
2023
Q2 		$2.91K Buy
15
+9
+150% +$1.39K ﹤0.01% 1106
2023
Q1 		$780 Hold
6
– – ﹤0.01% 1648
2022
Q4 		$707 Hold
6
– – ﹤0.01% 1679
2022
Q3 		$1K Buy
+6
New +$525 ﹤0.01% 1615

Other funds holding UFPT

BlackRock
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
T. Rowe Price Associates
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bell Investment Advisors's UFPT Position: Q2 2026 in Review

Bell Investment Advisors held its UFP Technologies (UFPT) position steady in Q2 2026 at 6 shares worth $1.59K. The position accounts for ﹤0.01% of the portfolio, ranked #1409.

Bell Investment Advisors first reported a position in UFPT in Q3 2022 and has held it in 16 quarters since. The position peaked at $4.75K in Q3 2024. 279 funds tracked by Wall St. Rank hold UFPT as of Q2 2026.

  • Bell Investment Advisors held 6 shares of UFP Technologies worth $1.59K as of Q2 2026.
  • Bell Investment Advisors left its UFP Technologies share count unchanged in Q2 2026.
  • UFP Technologies made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1409 holding.
  • Bell Investment Advisors first reported a position in UFP Technologies in Q3 2022 and has held it in 16 quarters since.
  • Bell Investment Advisors's UFP Technologies position peaked at $4.75K in Q3 2024.
  • 279 funds tracked by Wall St. Rank held UFP Technologies as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.