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Kestra Advisory Services’s UFP Technologies UFPT Stock Holding History

Kestra Advisory Services’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
Q1 		– Sell
-1,316
Closed -$292K – 4333
2025
Q4 		$292K Buy
1,316
+99
+8% +$21.2K ﹤0.01% 2566
2025
Q3 		$243K Buy
1,217
+240
+25% +$52.8K ﹤0.01% 2604
2025
Q2 		$239K Buy
+977
New +$220K ﹤0.01% 2542

Other funds holding UFPT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Kestra Advisory Services's UFPT Position: Q1 2026 in Review

Kestra Advisory Services sold out of UFP Technologies (UFPT) in Q1 2026, closing a stake of 1,316 shares — an estimated $292K sold.

Kestra Advisory Services first reported a position in UFPT in Q2 2025 and held it in 3 quarters. The position peaked at $292K in Q4 2025. 273 funds tracked by Wall St. Rank hold UFPT as of Q1 2026.

  • Kestra Advisory Services reported no remaining UFP Technologies position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 1,316 UFP Technologies shares in Q1 2026, an estimated $292K.
  • Kestra Advisory Services first reported a position in UFP Technologies in Q2 2025 and held it in 3 quarters.
  • Kestra Advisory Services's UFP Technologies position peaked at $292K in Q4 2025.
  • 273 funds tracked by Wall St. Rank held UFP Technologies as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.