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IFP Advisors’s UFP Technologies UFPT Stock Holding History

IFP 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 		$3.45K Buy
13
+2
+18% +$434 ﹤0.01% 3992
2026
Q1 		$2.13K Buy
11
+2
+22% +$463 ﹤0.01% 3938
2025
Q4 		$2K Sell
9
-1
-10% -$214 ﹤0.01% 3843
2025
Q3 		$2K Sell
10
-18
-64% -$3.96K ﹤0.01% 3693
2025
Q2 		$6.78K Buy
28
+7
+33% +$1.58K ﹤0.01% 3160
2025
Q1 		$4.59K Buy
21
+6
+40% +$1.45K ﹤0.01% 2873
2024
Q4 		$4.16K Sell
15
-1
-6% -$291 ﹤0.01% 2860
2024
Q3 		$5.07K Buy
+16
New +$5.1K ﹤0.01% 2668
2023
Q3 		– Sell
-98
Closed -$19K – 3556
2023
Q2 		$19K Buy
+98
New +$15.2K ﹤0.01% 2031

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

IFP Advisors's UFPT Position: Q2 2026 in Review

IFP Advisors increased its UFP Technologies (UFPT) stake by 18% in Q2 2026, buying an estimated $434 and bringing the position to 13 shares worth $3.45K. The position accounts for ﹤0.01% of the portfolio, ranked #3992.

IFP Advisors first reported a position in UFPT in Q2 2023 and has held it in 9 quarters since. The position peaked at $19K in Q2 2023. 279 funds tracked by Wall St. Rank hold UFPT as of Q2 2026.

  • IFP Advisors held 13 shares of UFP Technologies worth $3.45K as of Q2 2026.
  • IFP Advisors bought 2 UFP Technologies shares in Q2 2026, an estimated $434.
  • UFP Technologies made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3992 holding.
  • IFP Advisors first reported a position in UFP Technologies in Q2 2023 and has held it in 9 quarters since.
  • IFP Advisors's UFP Technologies position peaked at $19K in Q2 2023.
  • 279 funds tracked by Wall St. Rank held UFP Technologies as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.