Catalyst Financial Partners’s UFP Technologies UFPT Stock Holding History

Catalyst Financial Partners’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	$7.01M	Sell	26,457 -1	-0%	-$217	0.7%	24
2026 Q1	$5.12M	Sell	26,458 -2	-0%	-$463	0.6%	28
2025 Q4	$5.87M	Sell	26,460 -2	-0%	-$429	0.66%	22
2025 Q3	$5.28M	Buy	26,462 +2	+0%	+$440	0.64%	23
2025 Q2	$6.46M	Buy	26,460 +2	+0%	+$450	0.71%	18
2025 Q1	$5.34M	Buy	26,458 +2	+0%	+$484	0.98%	15
2024 Q4	$6.47M	Buy	26,456 +1	+0%	+$291	1.22%	14
2024 Q3	$8.38M	Sell	26,455 -1,510	-5%	-$481K	1.64%	12
2024 Q2	$7.38M	Buy	27,965 +308	+1%	+$76.1K	1.62%	13
2024 Q1	$6.24M	Hold	27,657	–	–	1.61%	14
2023 Q4	$4.76M	Hold	27,657	–	–	1.34%	15
2023 Q3	$4.47M	Buy	27,657 +21,929	+383%	+$3.84M	1.44%	15
2023 Q2	$1.11M	Buy	+5,728	New	+$887K	0.4%	37

Other funds holding UFPT

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Catalyst Financial Partners's UFPT Position: Q2 2026 in Review

Catalyst Financial Partners reduced its UFP Technologies (UFPT) stake by 0% in Q2 2026, selling an estimated $217 and leaving 26,457 shares worth $7.01M. The position accounts for 0.7% of the portfolio, ranked #24.

Catalyst Financial Partners first reported a position in UFPT in Q2 2023 and has held it in 13 quarters since. The position peaked at $8.38M in Q3 2024. 279 funds tracked by Wall St. Rank hold UFPT as of Q2 2026.

Catalyst Financial Partners held 26,457 shares of UFP Technologies worth $7.01M as of Q2 2026.
Catalyst Financial Partners sold 1 UFP Technologies share in Q2 2026, an estimated $217.
UFP Technologies made up 0.7% of Catalyst Financial Partners's portfolio in Q2 2026, its #24 holding.
Catalyst Financial Partners first reported a position in UFP Technologies in Q2 2023 and has held it in 13 quarters since.
Catalyst Financial Partners's UFP Technologies position peaked at $8.38M in Q3 2024.
279 funds tracked by Wall St. Rank held UFP Technologies as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.