Envestnet Asset Management
UFPT icon

Envestnet Asset Management’s UFP Technologies UFPT Stock Holding History

Envestnet 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
2026
Q2 		$26.1M Sell
98,347
-11,444
-10% -$2.49M 0.01% 1250
2026
Q1 		$21.3M Buy
109,791
+14,722
+15% +$3.41M 0.01% 1315
2025
Q4 		$21.1M Buy
95,069
+1,767
+2% +$379K 0.01% 1170
2025
Q3 		$18.6M Buy
93,302
+6,742
+8% +$1.48M 0.01% 1327
2025
Q2 		$21.1M Buy
86,560
+11,366
+15% +$2.56M 0.01% 1221
2025
Q1 		$15.2M Buy
75,194
+54,382
+261% +$13.2M ﹤0.01% 1385
2024
Q4 		$5.09M Buy
20,812
+7,865
+61% +$2.29M ﹤0.01% 2089
2024
Q3 		$4.1M Buy
12,947
+546
+4% +$174K ﹤0.01% 2235
2024
Q2 		$3.27M Buy
12,401
+6,027
+95% +$1.49M ﹤0.01% 2307
2024
Q1 		$1.61M Sell
6,374
-781
-11% -$148K ﹤0.01% 2712
2023
Q4 		$1.23M Buy
7,155
+1,870
+35% +$303K ﹤0.01% 2788
2023
Q3 		$853K Buy
5,285
+3,438
+186% +$602K ﹤0.01% 2922
2023
Q2 		$358K Buy
+1,847
New +$286K ﹤0.01% 3393
2018
Q3 		– Sell
-340
Closed -$10K – 2542
2018
Q2 		$10K Hold
340
– – ﹤0.01% 2542
2018
Q1 		$10K Buy
340
+235
+224% +$6.8K ﹤0.01% 2499
2017
Q4 		$3K Sell
105
-22
-17% -$619 ﹤0.01% 2801
2017
Q3 		$4K Sell
127
-2
-2% -$55 ﹤0.01% 2743
2017
Q2 		$4K Buy
+129
New +$3.46K ﹤0.01% 2881

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

Envestnet Asset Management's UFPT Position: Q2 2026 in Review

Envestnet Asset Management reduced its UFP Technologies (UFPT) stake by 10% in Q2 2026, selling an estimated $2.49M and leaving 98,347 shares worth $26.1M. The position accounts for 0.01% of the portfolio, ranked #1250.

Envestnet Asset Management first reported a position in UFPT in Q2 2017 and has held it in 18 quarters since. 279 funds tracked by Wall St. Rank hold UFPT as of Q2 2026.

  • Envestnet Asset Management held 98,347 shares of UFP Technologies worth $26.1M as of Q2 2026.
  • Envestnet Asset Management sold 11,444 UFP Technologies shares in Q2 2026, an estimated $2.49M.
  • UFP Technologies made up 0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1250 holding.
  • Envestnet Asset Management first reported a position in UFP Technologies in Q2 2017 and has held it in 18 quarters since.
  • 279 funds tracked by Wall St. Rank held UFP Technologies as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.