Kestra Private Wealth Services’s UFP Technologies UFPT Stock Holding History

Kestra Private Wealth 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	$261K	Hold	1,350	–	–	﹤0.01%	1513
2025 Q4	$300K	Sell	1,350 -8	-0.6%	-$1.71K	﹤0.01%	1424
2025 Q3	$271K	Sell	1,358 -111	-8%	-$24.4K	﹤0.01%	1409
2025 Q2	$359K	Sell	1,469 -639	-30%	-$144K	0.01%	1182
2025 Q1	$425K	Buy	2,108 +82	+4%	+$19.8K	0.01%	1042
2024 Q4	$495K	Buy	2,026 +26	+1%	+$7.57K	0.01%	921
2024 Q3	$633K	Hold	2,000	–	–	0.01%	786
2024 Q2	$528K	Hold	2,000	–	–	0.01%	808
2024 Q1	$504K	Hold	2,000	–	–	0.01%	794
2023 Q4	$344K	Buy	2,000 +650	+48%	+$105K	0.01%	888
2023 Q3	$218K	Hold	1,350	–	–	0.01%	999
2023 Q2	$262K	Buy	+1,350	New	+$209K	0.01%	865

Other funds holding UFPT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Kestra Private Wealth Services's UFPT Position: Q1 2026 in Review

Kestra Private Wealth Services held its UFP Technologies (UFPT) position steady in Q1 2026 at 1,350 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #1513.

Kestra Private Wealth Services first reported a position in UFPT in Q2 2023 and has held it in 12 quarters since. The position peaked at $633K in Q3 2024. 273 funds tracked by Wall St. Rank hold UFPT as of Q1 2026.

Kestra Private Wealth Services held 1,350 shares of UFP Technologies worth $261K as of Q1 2026.
Kestra Private Wealth Services left its UFP Technologies share count unchanged in Q1 2026.
UFP Technologies made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1513 holding.
Kestra Private Wealth Services first reported a position in UFP Technologies in Q2 2023 and has held it in 12 quarters since.
Kestra Private Wealth Services's UFP Technologies position peaked at $633K in Q3 2024.
273 funds tracked by Wall St. Rank held UFP Technologies as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.