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Clayton Financial Group’s UFP Technologies UFPT Stock Holding History

Clayton Financial Group’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
-5
Closed -$998 – 664
2025
Q3 		$998 Buy
+5
New +$1.1K ﹤0.01% 272

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CAM
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Neuberger Berman Group
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State Street
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American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Clayton Financial Group's UFPT Position: Q4 2025 in Review

Clayton Financial Group sold out of UFP Technologies (UFPT) in Q4 2025, closing a stake of 5 shares — an estimated $998 sold.

Clayton Financial Group first reported a position in UFPT in Q3 2025 and held it in 1 quarter. The position peaked at $998 in Q3 2025. 270 funds tracked by Wall St. Rank hold UFPT as of Q4 2025.

  • Clayton Financial Group reported no remaining UFP Technologies position as of Q4 2025 after selling out during the quarter.
  • Clayton Financial Group sold 5 UFP Technologies shares in Q4 2025, an estimated $998.
  • Clayton Financial Group first reported a position in UFP Technologies in Q3 2025 and held it in 1 quarter.
  • Clayton Financial Group's UFP Technologies position peaked at $998 in Q3 2025.
  • 270 funds tracked by Wall St. Rank held UFP Technologies as of Q4 2025.

Based on Clayton Financial Group's 13F filing for Q4 2025, filed 21 Jan 2026.