EWA
UFPT icon

EverSource Wealth Advisors’s UFP Technologies UFPT Stock Holding History

EverSource Wealth Advisors’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 		$795 Sell
3
-14
-82% -$3.04K ﹤0.01% 4035
2026
Q1 		$3.29K Sell
17
-1
-6% -$232 ﹤0.01% 3456
2025
Q4 		$4K Sell
18
-31
-63% -$6.64K ﹤0.01% 3206
2025
Q3 		$9.78K Sell
49
-25
-34% -$5.5K ﹤0.01% 2833
2025
Q2 		$18.1K Buy
74
+66
+825% +$14.9K ﹤0.01% 2376
2025
Q1 		$1.61K Sell
8
-325
-98% -$78.6K ﹤0.01% 3022
2024
Q4 		$81.4K Buy
333
+66
+25% +$19.2K ﹤0.01% 975
2024
Q3 		$84.6K Buy
267
+66
+33% +$21K 0.01% 854
2024
Q2 		$64.6K Buy
201
+81
+68% +$20K ﹤0.01% 972
2024
Q1 		$24.7K Buy
120
+113
+1,614% +$21.5K ﹤0.01% 1264
2023
Q4 		$1.2K Hold
7
– – ﹤0.01% 2339
2023
Q3 		$1.13K Sell
7
-1
-13% -$175 ﹤0.01% 2161
2023
Q2 		$1.55K Hold
8
– – ﹤0.01% 2098
2023
Q1 		$1.04K Hold
8
– – ﹤0.01% 2104
2022
Q4 		$943 Sell
8
-4
-33% -$426 ﹤0.01% 2110
2022
Q3 		$1K Buy
+12
New +$1.05K ﹤0.01% 1909

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

EverSource Wealth Advisors's UFPT Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its UFP Technologies (UFPT) stake by 82% in Q2 2026, selling an estimated $3.04K and leaving 3 shares worth $795. The position accounts for ﹤0.01% of the portfolio, ranked #4035.

EverSource Wealth Advisors first reported a position in UFPT in Q3 2022 and has held it in 16 quarters since. The position peaked at $84.6K in Q3 2024. 279 funds tracked by Wall St. Rank hold UFPT as of Q2 2026.

  • EverSource Wealth Advisors held 3 shares of UFP Technologies worth $795 as of Q2 2026.
  • EverSource Wealth Advisors sold 14 UFP Technologies shares in Q2 2026, an estimated $3.04K.
  • UFP Technologies made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4035 holding.
  • EverSource Wealth Advisors first reported a position in UFP Technologies in Q3 2022 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's UFP Technologies position peaked at $84.6K in Q3 2024.
  • 279 funds tracked by Wall St. Rank held UFP Technologies as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.