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Cape Investment Advisory’s UFP Technologies UFPT Stock Holding History

Cape Investment Advisory’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 		– Sell
-21
Closed -$4.24K – 1259
2025
Q1 		$4.24K Hold
21
– – ﹤0.01% 786
2024
Q4 		$5.13K Hold
21
– – ﹤0.01% 735
2024
Q3 		$6.65K Sell
21
-1
-5% -$319 ﹤0.01% 639
2024
Q2 		$5.8K Buy
+22
New +$5.43K ﹤0.01% 633

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 $12.2B AUM 12.45% 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

Cape Investment Advisory's UFPT Position: Q2 2025 in Review

Cape Investment Advisory sold out of UFP Technologies (UFPT) in Q2 2025, closing a stake of 21 shares — an estimated $4.24K sold.

Cape Investment Advisory first reported a position in UFPT in Q2 2024 and held it in 4 quarters. The position peaked at $6.65K in Q3 2024. 292 funds tracked by Wall St. Rank hold UFPT as of Q2 2025.

  • Cape Investment Advisory reported no remaining UFP Technologies position as of Q2 2025 after selling out during the quarter.
  • Cape Investment Advisory sold 21 UFP Technologies shares in Q2 2025, an estimated $4.24K.
  • Cape Investment Advisory first reported a position in UFP Technologies in Q2 2024 and held it in 4 quarters.
  • Cape Investment Advisory's UFP Technologies position peaked at $6.65K in Q3 2024.
  • 292 funds tracked by Wall St. Rank held UFP Technologies as of Q2 2025.

Based on Cape Investment Advisory's 13F filing for Q2 2025, filed 19 Aug 2025.