Covestor
UFPT icon

Covestor’s UFP Technologies UFPT Stock Holding History

Covestor’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
Q3 		$1K Sell
2
-1
-33% -$282 ﹤0.01% 2219
2026
Q2 		$1K Buy
3
+2
+200% +$434 ﹤0.01% 2363
2026
Q1 		$0 Sell
1
-5
-83% -$1.16K ﹤0.01% 2792
2025
Q4 		$1K Hold
6
– – ﹤0.01% 2180
2025
Q3 		$1K Buy
6
+1
+20% +$220 ﹤0.01% 2192
2025
Q2 		$1K Hold
5
– – ﹤0.01% 2108
2025
Q1 		$1K Buy
5
+4
+400% +$968 ﹤0.01% 2115
2024
Q4 		$0 Buy
+1
New +$291 ﹤0.01% 2760
2024
Q3 		– Sell
-2
Closed -$638 – 2792
2024
Q2 		$1K Sell
2
-1
-33% -$247 ﹤0.01% 2139
2024
Q1 		$1K Buy
3
+2
+200% +$380 ﹤0.01% 2127
2023
Q4 		$0 Hold
1
– – ﹤0.01% 2740
2023
Q3 		$0 Hold
1
– – ﹤0.01% 2737
2023
Q2 		$0 Buy
+1
New +$155 ﹤0.01% 2678

Other funds holding UFPT

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Geneva Capital Management
Geneva Capital Management Milwaukee, Wisconsin $3.59B AUM 12.18% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Covestor's UFPT Position: Q3 2026 in Review

Covestor reduced its UFP Technologies (UFPT) stake by 33% in Q3 2026, selling an estimated $282 and leaving 2 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2219.

Covestor first reported a position in UFPT in Q2 2023 and has held it in 13 quarters since. 157 funds tracked by Wall St. Rank hold UFPT as of Q3 2026.

  • Covestor held 2 shares of UFP Technologies worth $1K as of Q3 2026.
  • Covestor sold 1 UFP Technologies share in Q3 2026, an estimated $282.
  • UFP Technologies made up ﹤0.01% of Covestor's portfolio in Q3 2026, its #2219 holding.
  • Covestor first reported a position in UFP Technologies in Q2 2023 and has held it in 13 quarters since.
  • 157 funds tracked by Wall St. Rank held UFP Technologies as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.