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Carnegie Investment Counsel’s UFP Technologies UFPT Stock Holding History

Carnegie Investment Counsel’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 		$522K Sell
1,970
-94
-5% -$20.4K 0.01% 390
2026
Q1 		$400K Buy
2,064
+94
+5% +$21.8K 0.01% 438
2025
Q4 		$437K Hold
1,970
– – 0.01% 423
2025
Q3 		$393K Hold
1,970
– – 0.01% 428
2025
Q2 		$481K Sell
1,970
-14
-0.7% -$3.15K 0.01% 395
2025
Q1 		$400K Buy
+1,984
New +$480K 0.01% 396

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
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Carnegie Investment Counsel's UFPT Position: Q2 2026 in Review

Carnegie Investment Counsel reduced its UFP Technologies (UFPT) stake by 4.6% in Q2 2026, selling an estimated $20.4K and leaving 1,970 shares worth $522K. The position accounts for 0.01% of the portfolio, ranked #390.

Carnegie Investment Counsel first reported a position in UFPT in Q1 2025 and has held it in 6 quarters since. 130 funds tracked by Wall St. Rank hold UFPT as of Q2 2026.

  • Carnegie Investment Counsel held 1,970 shares of UFP Technologies worth $522K as of Q2 2026.
  • Carnegie Investment Counsel sold 94 UFP Technologies shares in Q2 2026, an estimated $20.4K.
  • UFP Technologies made up 0.01% of Carnegie Investment Counsel's portfolio in Q2 2026, its #390 holding.
  • Carnegie Investment Counsel first reported a position in UFP Technologies in Q1 2025 and has held it in 6 quarters since.
  • 130 funds tracked by Wall St. Rank held UFP Technologies as of Q2 2026.

Based on Carnegie Investment Counsel's 13F filing for Q2 2026, filed 30 Jul 2026.