Equitable Holdings’s UFP Technologies UFPT Stock Holding History

Equitable Holdings’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 Q1	–	Sell	-2,256	Closed	-$552K	–	1393
2024 Q4	$552K	Buy	+2,256	New	+$657K	0.01%	844
2024 Q2	–	Sell	-1,102	Closed	-$278K	–	1246
2024 Q1	$278K	Sell	1,102 -450	-29%	-$85.5K	﹤0.01%	973
2023 Q4	$267K	Hold	1,552	–	–	﹤0.01%	973
2023 Q3	$251K	Sell	1,552 -100	-6%	-$17.5K	﹤0.01%	929
2023 Q2	$320K	Sell	1,652 -650	-28%	-$101K	﹤0.01%	826
2023 Q1	$299K	Hold	2,302	–	–	﹤0.01%	798
2022 Q4	$271K	Sell	2,302 -300	-12%	-$32K	﹤0.01%	761
2022 Q3	$223K	Sell	2,602 -400	-13%	-$35K	﹤0.01%	770
2022 Q2	$239K	Sell	3,002 -500	-14%	-$36.7K	﹤0.01%	764
2022 Q1	$232K	Hold	3,502	–	–	﹤0.01%	800
2021 Q4	$246K	Hold	3,502	–	–	﹤0.01%	769
2021 Q3	$216K	Sell	3,502 -800	-19%	-$50.5K	﹤0.01%	780
2021 Q2	$247K	Buy	+4,302	New	+$234K	﹤0.01%	726

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

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

BTW

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

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

Equitable Holdings's UFPT Position: Q1 2025 in Review

Equitable Holdings sold out of UFP Technologies (UFPT) in Q1 2025, closing a stake of 2,256 shares — an estimated $552K sold.

Equitable Holdings first reported a position in UFPT in Q2 2021 and held it in 13 quarters. The position peaked at $552K in Q4 2024. 283 funds tracked by Wall St. Rank hold UFPT as of Q1 2025.

Equitable Holdings reported no remaining UFP Technologies position as of Q1 2025 after selling out during the quarter.
Equitable Holdings sold 2,256 UFP Technologies shares in Q1 2025, an estimated $552K.
Equitable Holdings first reported a position in UFP Technologies in Q2 2021 and held it in 13 quarters.
Equitable Holdings's UFP Technologies position peaked at $552K in Q4 2024.
283 funds tracked by Wall St. Rank held UFP Technologies as of Q1 2025.

Based on Equitable Holdings's 13F filing for Q1 2025, filed 13 May 2025.