Capstone Investment Advisors
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Capstone Investment Advisors’s UFP Technologies UFPT Stock Holding History

Capstone 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
2025
Q4 		– Sell
-1,003
Closed -$200K – 2067
2025
Q3 		$200K Buy
+1,003
New +$221K ﹤0.01% 1836

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Capstone Investment Advisors's UFPT Position: Q4 2025 in Review

Capstone Investment Advisors sold out of UFP Technologies (UFPT) in Q4 2025, closing a stake of 1,003 shares — an estimated $200K sold.

Capstone Investment Advisors first reported a position in UFPT in Q3 2025 and held it in 1 quarter. The position peaked at $200K in Q3 2025. 270 funds tracked by Wall St. Rank hold UFPT as of Q4 2025.

  • Capstone Investment Advisors reported no remaining UFP Technologies position as of Q4 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 1,003 UFP Technologies shares in Q4 2025, an estimated $200K.
  • Capstone Investment Advisors first reported a position in UFP Technologies in Q3 2025 and held it in 1 quarter.
  • Capstone Investment Advisors's UFP Technologies position peaked at $200K in Q3 2025.
  • 270 funds tracked by Wall St. Rank held UFP Technologies as of Q4 2025.

Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.