Clearstead Trust’s UFP Technologies UFPT Stock Holding History

Clearstead Trust’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	Closed	-$200	–	1523
2025 Q3	$200	Hold	1	–	–	﹤0.01%	1500
2025 Q2	$245	Buy	+1	New	+$225	﹤0.01%	1449

Other funds holding UFPT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

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

Clearstead Trust's UFPT Position: Q4 2025 in Review

Clearstead Trust sold out of UFP Technologies (UFPT) in Q4 2025, closing a stake of 1 share — an estimated $200 sold.

Clearstead Trust first reported a position in UFPT in Q2 2025 and held it in 2 quarters. The position peaked at $245 in Q2 2025. 270 funds tracked by Wall St. Rank hold UFPT as of Q4 2025.

Clearstead Trust reported no remaining UFP Technologies position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 1 UFP Technologies share in Q4 2025, an estimated $200.
Clearstead Trust first reported a position in UFP Technologies in Q2 2025 and held it in 2 quarters.
Clearstead Trust's UFP Technologies position peaked at $245 in Q2 2025.
270 funds tracked by Wall St. Rank held UFP Technologies as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.