Crown Advisors Management’s UFP Technologies UFPT Stock Holding History

Crown Advisors 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
2025 Q2	–	Sell	-5,000	Closed	-$1.01M	–	45
2025 Q1	$1.01M	Hold	5,000	–	–	0.89%	36
2024 Q4	$1.22M	Hold	5,000	–	–	0.78%	37
2024 Q3	$1.58M	Hold	5,000	–	–	1.02%	34
2024 Q2	$1.32M	Hold	5,000	–	–	0.85%	36
2024 Q1	$1.26M	Sell	5,000 -25,000	-83%	-$4.75M	0.76%	38
2023 Q4	$5.16M	Hold	30,000	–	–	3.54%	8
2023 Q3	$4.84M	Hold	30,000	–	–	3.45%	9
2023 Q2	$5.82M	Buy	30,000 +5,000	+20%	+$774K	3.79%	5
2023 Q1	$3.25M	Buy	25,000 +10,000	+67%	+$1.16M	2.42%	16
2022 Q4	$1.77M	Buy	+15,000	New	+$1.6M	1.61%	28

Other funds holding UFPT

BlackRock New York $5.72T AUM 30.48% 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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Crown Advisors Management's UFPT Position: Q2 2025 in Review

Crown Advisors Management sold out of UFP Technologies (UFPT) in Q2 2025, closing a stake of 5,000 shares — an estimated $1.01M sold.

Crown Advisors Management first reported a position in UFPT in Q4 2022 and held it in 10 quarters. The position peaked at $5.82M in Q2 2023. 292 funds tracked by Wall St. Rank hold UFPT as of Q2 2025.

Crown Advisors Management reported no remaining UFP Technologies position as of Q2 2025 after selling out during the quarter.
Crown Advisors Management sold 5,000 UFP Technologies shares in Q2 2025, an estimated $1.01M.
Crown Advisors Management first reported a position in UFP Technologies in Q4 2022 and held it in 10 quarters.
Crown Advisors Management's UFP Technologies position peaked at $5.82M in Q2 2023.
292 funds tracked by Wall St. Rank held UFP Technologies as of Q2 2025.

Based on Crown Advisors Management's 13F filing for Q2 2025, filed 5 Aug 2025.