CAL
UFPT icon

Capital Analysts LLC’s UFP Technologies UFPT Stock Holding History

Capital Analysts LLC’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
-1,253
Closed -$306K – 1485
2025
Q2 		$306K Buy
1,253
+5
+0.4% +$1.13K 0.01% 469
2025
Q1 		$252K Buy
1,248
+174
+16% +$42.1K 0.01% 488
2024
Q4 		$263K Buy
1,074
+6
+0.6% +$1.75K 0.01% 440
2024
Q3 		$338K Sell
1,068
-442
-29% -$141K 0.01% 383
2024
Q2 		$398K Hold
1,510
– – 0.02% 359
2024
Q1 		$381K Hold
1,510
– – 0.02% 349
2023
Q4 		$260K Sell
1,510
-30
-2% -$4.86K 0.01% 390
2023
Q3 		$249K Buy
+1,540
New +$270K 0.01% 370

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

Capital Analysts LLC's UFPT Position: Q3 2025 in Review

Capital Analysts LLC sold out of UFP Technologies (UFPT) in Q3 2025, closing a stake of 1,253 shares — an estimated $306K sold.

Capital Analysts LLC first reported a position in UFPT in Q3 2023 and held it in 8 quarters. The position peaked at $398K in Q2 2024. 275 funds tracked by Wall St. Rank hold UFPT as of Q3 2025.

  • Capital Analysts LLC reported no remaining UFP Technologies position as of Q3 2025 after selling out during the quarter.
  • Capital Analysts LLC sold 1,253 UFP Technologies shares in Q3 2025, an estimated $306K.
  • Capital Analysts LLC first reported a position in UFP Technologies in Q3 2023 and held it in 8 quarters.
  • Capital Analysts LLC's UFP Technologies position peaked at $398K in Q2 2024.
  • 275 funds tracked by Wall St. Rank held UFP Technologies as of Q3 2025.

Based on Capital Analysts LLC's 13F filing for Q3 2025, filed 14 Nov 2025.