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Diversify Advisory Services’s UFP Technologies UFPT Stock Holding History

Diversify Advisory 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 		$2.49M Buy
+10,009
New +$2.17M 0.04% 337
2026
Q1 		– Sell
-1,736
Closed -$452K – 814
2025
Q4 		$452K Buy
1,736
+188
+12% +$40.3K 0.01% 624
2025
Q3 		$308K Buy
1,548
+150
+11% +$33K 0.01% 712
2025
Q2 		$307K Buy
1,398
+287
+26% +$64.6K 0.01% 678
2025
Q1 		$235K Buy
1,111
+164
+17% +$39.7K 0.01% 571
2024
Q4 		$229K Sell
947
-90
-9% -$26.2K 0.01% 560
2024
Q3 		$287K Sell
1,037
-32
-3% -$10.2K 0.02% 511
2024
Q2 		$321K Sell
1,069
-644
-38% -$159K 0.02% 487
2024
Q1 		$430K Buy
+1,713
New +$326K 0.03% 455

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

Diversify Advisory Services's UFPT Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in UFP Technologies (UFPT) in Q2 2026: 10,009 shares worth $2.49M. The stake represents 0.04% of the portfolio and ranks #337 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in UFPT as recently as Q4 2025.

Diversify Advisory Services first reported a position in UFPT in Q1 2024 and has held it in 9 quarters since. 279 funds tracked by Wall St. Rank hold UFPT as of Q2 2026.

  • Diversify Advisory Services held 10,009 shares of UFP Technologies worth $2.49M as of Q2 2026.
  • UFP Technologies was a new Diversify Advisory Services position in Q2 2026.
  • UFP Technologies made up 0.04% of Diversify Advisory Services's portfolio in Q2 2026, its #337 holding.
  • Diversify Advisory Services first reported a position in UFP Technologies in Q1 2024 and has held it in 9 quarters since.
  • 279 funds tracked by Wall St. Rank held UFP Technologies as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.