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EFG Asset Management’s UFP Technologies UFPT Stock Holding History

EFG Asset 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
Q3 		$3.3M Buy
16,520
+190
+1% +$41.8K 0.43% 103
2025
Q2 		$3.99M Buy
16,330
+2,168
+15% +$488K 0.56% 75
2025
Q1 		$2.86M Buy
14,162
+5,625
+66% +$1.36M 0.48% 82
2024
Q4 		$2.09M Buy
8,537
+3,155
+59% +$918K 0.29% 153
2024
Q3 		$1.7M Buy
5,382
+387
+8% +$123K 0.28% 155
2024
Q2 		$1.32M Sell
4,995
-1,139
-19% -$281K 0.23% 163
2024
Q1 		$1.55M Buy
6,134
+346
+6% +$65.8K 0.27% 151
2023
Q4 		$995K Sell
5,788
-1,619
-22% -$262K 0.19% 177
2023
Q3 		$1.2M Buy
+7,407
New +$1.3M 0.28% 125

Other funds holding UFPT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

EFG Asset Management's UFPT Position: Q3 2025 in Review

EFG Asset Management increased its UFP Technologies (UFPT) stake by 1.2% in Q3 2025, buying an estimated $41.8K and bringing the position to 16,520 shares worth $3.3M. The position accounts for 0.43% of the portfolio, ranked #103.

EFG Asset Management first reported a position in UFPT in Q3 2023 and has held it in 9 quarters since. The position peaked at $3.99M in Q2 2025. 275 funds tracked by Wall St. Rank hold UFPT as of Q3 2025.

  • EFG Asset Management held 16,520 shares of UFP Technologies worth $3.3M as of Q3 2025.
  • EFG Asset Management bought 190 UFP Technologies shares in Q3 2025, an estimated $41.8K.
  • UFP Technologies made up 0.43% of EFG Asset Management's portfolio in Q3 2025, its #103 holding.
  • EFG Asset Management first reported a position in UFP Technologies in Q3 2023 and has held it in 9 quarters since.
  • EFG Asset Management's UFP Technologies position peaked at $3.99M in Q2 2025.
  • 275 funds tracked by Wall St. Rank held UFP Technologies as of Q3 2025.

Based on EFG Asset Management's 13F filing for Q3 2025, filed 3 Nov 2025.