Commonwealth Equity Services
UFPT icon

Commonwealth Equity Services’s UFP Technologies UFPT Stock Holding History

Commonwealth Equity Services’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 		$235K Buy
+887
New +$193K ﹤0.01% 3994
2026
Q1 		– Sell
-2,072
Closed -$460K – 4460
2025
Q4 		$460K Buy
2,072
+140
+7% +$30K ﹤0.01% 3232
2025
Q3 		$386K Buy
1,932
+47
+2% +$10.3K ﹤0.01% 3404
2025
Q2 		$460K Buy
1,885
+10
+0.5% +$2.25K ﹤0.01% 3214
2025
Q1 		$378K Buy
1,875
+1
+0.1% +$242 ﹤0.01% 3286
2024
Q4 		$458K Sell
1,874
-84
-4% -$24.4K ﹤0.01% 3026
2024
Q3 		$620K Buy
1,958
+26
+1% +$8.29K ﹤0.01% 2731
2024
Q2 		$510K Hold
1,932
– – ﹤0.01% 2815
2024
Q1 		$487K Sell
1,932
-42
-2% -$7.98K ﹤0.01% 2845
2023
Q4 		$340K Buy
1,974
+386
+24% +$62.5K ﹤0.01% 3066
2023
Q3 		$256K Sell
1,588
-362
-19% -$63.4K ﹤0.01% 3167
2023
Q2 		$378K Buy
1,950
+109
+6% +$16.9K ﹤0.01% 2847
2023
Q1 		$239K Hold
1,841
– – ﹤0.01% 3162
2022
Q4 		$217K Buy
+1,841
New +$196K ﹤0.01% 3150

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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
T. Rowe Price Associates
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services's UFPT Position: Q2 2026 in Review

Commonwealth Equity Services opened a new position in UFP Technologies (UFPT) in Q2 2026: 887 shares worth $235K. The stake represents ﹤0.01% of the portfolio and ranks #3994 among its holdings. This is a return to the name: Commonwealth Equity Services previously reported a position in UFPT as recently as Q4 2025.

Commonwealth Equity Services first reported a position in UFPT in Q4 2022 and has held it in 14 quarters since. The position peaked at $620K in Q3 2024. 279 funds tracked by Wall St. Rank hold UFPT as of Q2 2026.

  • Commonwealth Equity Services held 887 shares of UFP Technologies worth $235K as of Q2 2026.
  • UFP Technologies was a new Commonwealth Equity Services position in Q2 2026.
  • UFP Technologies made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3994 holding.
  • Commonwealth Equity Services first reported a position in UFP Technologies in Q4 2022 and has held it in 14 quarters since.
  • Commonwealth Equity Services's UFP Technologies position peaked at $620K in Q3 2024.
  • 279 funds tracked by Wall St. Rank held UFP Technologies as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.