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James Investment Research’s UFP Technologies UFPT Stock Holding History

James Investment Research’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 		$326K Hold
1,230
– – 0.03% 306
2026
Q1 		$238K Hold
1,230
– – 0.03% 318
2025
Q4 		$273K Buy
1,230
+37
+3% +$7.93K 0.03% 312
2025
Q3 		$238K Hold
1,193
– – 0.03% 315
2025
Q2 		$291K Hold
1,193
– – 0.03% 275
2025
Q1 		$241K Hold
1,193
– – 0.03% 285
2024
Q4 		$292K Hold
1,193
– – 0.03% 269
2024
Q3 		$378K Hold
1,193
– – 0.04% 249
2024
Q2 		$315K Hold
1,193
– – 0.04% 262
2024
Q1 		$301K Buy
+1,193
New +$227K 0.04% 261
2014
Q3 		– Sell
-48,760
Closed -$1.18M – 539
2014
Q2 		$1.18M Hold
48,760
– – 0.04% 203
2014
Q1 		$1.19M Buy
48,760
+3,830
+9% +$97.5K 0.04% 215
2013
Q4 		$1.13M Buy
44,930
+9,560
+27% +$231K 0.04% 224
2013
Q3 		$805K Buy
35,370
+2,930
+9% +$62K 0.03% 233
2013
Q2 		$635K Buy
+32,440
New +$626K 0.03% 235

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

James Investment Research's UFPT Position: Q2 2026 in Review

James Investment Research held its UFP Technologies (UFPT) position steady in Q2 2026 at 1,230 shares worth $326K. The position accounts for 0.03% of the portfolio, ranked #306.

James Investment Research first reported a position in UFPT in Q2 2013 and has held it in 15 quarters since. The position peaked at $1.19M in Q1 2014. 279 funds tracked by Wall St. Rank hold UFPT as of Q2 2026.

  • James Investment Research held 1,230 shares of UFP Technologies worth $326K as of Q2 2026.
  • James Investment Research left its UFP Technologies share count unchanged in Q2 2026.
  • UFP Technologies made up 0.03% of James Investment Research's portfolio in Q2 2026, its #306 holding.
  • James Investment Research first reported a position in UFP Technologies in Q2 2013 and has held it in 15 quarters since.
  • James Investment Research's UFP Technologies position peaked at $1.19M in Q1 2014.
  • 279 funds tracked by Wall St. Rank held UFP Technologies as of Q2 2026.

Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.