Confluence Investment Management’s UFP Technologies UFPT Stock Holding History

Confluence Investment Management’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	$1.29M	Sell	4,851 -246	-5%	-$53.4K	0.02%	191
2026 Q1	$987K	Sell	5,097 -2,591	-34%	-$600K	0.02%	220
2025 Q4	$1.71M	Sell	7,688 -1,617	-17%	-$346K	0.03%	168
2025 Q3	$1.86M	Sell	9,305 -719	-7%	-$158K	0.03%	165
2025 Q2	$2.45M	Sell	10,024 -701	-7%	-$158K	0.03%	158
2025 Q1	$2.16M	Sell	10,725 -496	-4%	-$120K	0.03%	173
2024 Q4	$2.74M	Sell	11,221 -27	-0.2%	-$7.86K	0.04%	162
2024 Q3	$3.56M	Sell	11,248 -6,214	-36%	-$1.98M	0.05%	155
2024 Q2	$4.61M	Sell	17,462 -1,562	-8%	-$386K	0.07%	136
2024 Q1	$4.8M	Sell	19,024 -2,833	-13%	-$539K	0.06%	134
2023 Q4	$3.76M	Buy	21,857 +13,764	+170%	+$2.23M	0.05%	155
2023 Q3	$1.31M	Buy	+8,093	New	+$1.42M	0.02%	177

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

Confluence Investment Management's UFPT Position: Q2 2026 in Review

Confluence Investment Management reduced its UFP Technologies (UFPT) stake by 4.8% in Q2 2026, selling an estimated $53.4K and leaving 4,851 shares worth $1.29M. The position accounts for 0.02% of the portfolio, ranked #191.

Confluence Investment Management first reported a position in UFPT in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.8M in Q1 2024. 279 funds tracked by Wall St. Rank hold UFPT as of Q2 2026.

Confluence Investment Management held 4,851 shares of UFP Technologies worth $1.29M as of Q2 2026.
Confluence Investment Management sold 246 UFP Technologies shares in Q2 2026, an estimated $53.4K.
UFP Technologies made up 0.02% of Confluence Investment Management's portfolio in Q2 2026, its #191 holding.
Confluence Investment Management first reported a position in UFP Technologies in Q3 2023 and has held it in 12 quarters since.
Confluence Investment Management's UFP Technologies position peaked at $4.8M in Q1 2024.
279 funds tracked by Wall St. Rank held UFP Technologies as of Q2 2026.

Based on Confluence Investment Management's 13F filing for Q2 2026, filed 1 Jul 2026.