Envestnet Portfolio Solutions
UFPT icon

Envestnet Portfolio Solutions’s UFP Technologies UFPT Stock Holding History

Envestnet Portfolio Solutions’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
-1,033
Closed -$208K – 1643
2025
Q1 		$208K Buy
1,033
+212
+26% +$51.3K ﹤0.01% 1487
2024
Q4 		$201K Buy
+821
New +$239K ﹤0.01% 1696

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
Neuberger Berman Group
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
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
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
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Envestnet Portfolio Solutions's UFPT Position: Q2 2025 in Review

Envestnet Portfolio Solutions sold out of UFP Technologies (UFPT) in Q2 2025, closing a stake of 1,033 shares — an estimated $208K sold.

Envestnet Portfolio Solutions first reported a position in UFPT in Q4 2024 and held it in 2 quarters. The position peaked at $208K in Q1 2025. 292 funds tracked by Wall St. Rank hold UFPT as of Q2 2025.

  • Envestnet Portfolio Solutions reported no remaining UFP Technologies position as of Q2 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 1,033 UFP Technologies shares in Q2 2025, an estimated $208K.
  • Envestnet Portfolio Solutions first reported a position in UFP Technologies in Q4 2024 and held it in 2 quarters.
  • Envestnet Portfolio Solutions's UFP Technologies position peaked at $208K in Q1 2025.
  • 292 funds tracked by Wall St. Rank held UFP Technologies as of Q2 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.