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Farther Finance Advisors’s UFP Technologies UFPT Stock Holding History

Farther Finance 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 		$16.7K Buy
63
+14
+29% +$3.04K ﹤0.01% 4104
2026
Q1 		$9.51K Sell
49
-3
-6% -$695 ﹤0.01% 4149
2025
Q4 		$11.5K Sell
52
-89
-63% -$19.1K ﹤0.01% 3818
2025
Q3 		$28.1K Sell
141
-1,378
-91% -$303K ﹤0.01% 2806
2025
Q2 		$371K Buy
1,519
+333
+28% +$74.9K 0.01% 1065
2025
Q1 		$242K Buy
1,186
+959
+422% +$232K 0.01% 1153
2024
Q4 		$55.5K Sell
227
-18
-7% -$5.24K ﹤0.01% 1608
2024
Q3 		$77.6K Buy
245
+11
+5% +$3.51K ﹤0.01% 1428
2024
Q2 		$67.6K Buy
234
+230
+5,750% +$56.8K ﹤0.01% 1285
2024
Q1 		$1K Hold
4
– – ﹤0.01% 2771
2023
Q4 		$688 Hold
4
– – ﹤0.01% 2866
2023
Q3 		$646 Hold
4
– – ﹤0.01% 2200
2023
Q2 		$775 Hold
4
– – ﹤0.01% 2040
2023
Q1 		$519 Hold
4
– – ﹤0.01% 1997
2022
Q4 		$472 Buy
+4
New +$426 ﹤0.01% 1842

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

Farther Finance Advisors's UFPT Position: Q2 2026 in Review

Farther Finance Advisors increased its UFP Technologies (UFPT) stake by 29% in Q2 2026, buying an estimated $3.04K and bringing the position to 63 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4104.

Farther Finance Advisors first reported a position in UFPT in Q4 2022 and has held it in 15 quarters since. The position peaked at $371K in Q2 2025. 279 funds tracked by Wall St. Rank hold UFPT as of Q2 2026.

  • Farther Finance Advisors held 63 shares of UFP Technologies worth $16.7K as of Q2 2026.
  • Farther Finance Advisors bought 14 UFP Technologies shares in Q2 2026, an estimated $3.04K.
  • UFP Technologies made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4104 holding.
  • Farther Finance Advisors first reported a position in UFP Technologies in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's UFP Technologies position peaked at $371K in Q2 2025.
  • 279 funds tracked by Wall St. Rank held UFP Technologies as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.