First National Advisers’s UFP Technologies UFPT Stock Holding History

First National Advisers’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	–	Sell	-8,914	Closed	-$1.73M	–	265
2026 Q1	$1.73M	Sell	8,914 -889	-9%	-$206K	0.25%	98
2025 Q4	$2.18M	Sell	9,803 -574	-6%	-$123K	0.3%	95
2025 Q3	$2.07M	Buy	10,377 +274	+3%	+$60.3K	0.28%	101
2025 Q2	$2.47M	Buy	10,103 +336	+3%	+$75.6K	0.36%	85
2025 Q1	$1.97M	Buy	9,767 +7,430	+318%	+$1.8M	0.32%	100
2024 Q4	$571K	Buy	+2,337	New	+$680K	0.09%	145

Other funds holding UFPT

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

First National Advisers's UFPT Position: Q2 2026 in Review

First National Advisers sold out of UFP Technologies (UFPT) in Q2 2026, closing a stake of 8,914 shares — an estimated $1.73M sold.

First National Advisers first reported a position in UFPT in Q4 2024 and held it in 6 quarters. The position peaked at $2.47M in Q2 2025. 279 funds tracked by Wall St. Rank hold UFPT as of Q2 2026.

First National Advisers reported no remaining UFP Technologies position as of Q2 2026 after selling out during the quarter.
First National Advisers sold 8,914 UFP Technologies shares in Q2 2026, an estimated $1.73M.
First National Advisers first reported a position in UFP Technologies in Q4 2024 and held it in 6 quarters.
First National Advisers's UFP Technologies position peaked at $2.47M in Q2 2025.
279 funds tracked by Wall St. Rank held UFP Technologies as of Q2 2026.

Based on First National Advisers's 13F filing for Q2 2026, filed 21 Jul 2026.