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 Q2	$358K	Hold	1,350	–	–	﹤0.01%	1418
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 $6.73T AUM 46.02% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 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 $3.38T AUM 44.17% 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

Kestra Private Wealth Services's UFPT Position: Q2 2026 in Review

Kestra Private Wealth Services held its UFP Technologies (UFPT) position steady in Q2 2026 at 1,350 shares worth $358K. The position accounts for ﹤0.01% of the portfolio, ranked #1418.

Kestra Private Wealth Services first reported a position in UFPT in Q2 2023 and has held it in 13 quarters since. The position peaked at $633K in Q3 2024. 279 funds tracked by Wall St. Rank hold UFPT as of Q2 2026.

Kestra Private Wealth Services held 1,350 shares of UFP Technologies worth $358K as of Q2 2026.
Kestra Private Wealth Services left its UFP Technologies share count unchanged in Q2 2026.
UFP Technologies made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1418 holding.
Kestra Private Wealth Services first reported a position in UFP Technologies in Q2 2023 and has held it in 13 quarters since.
Kestra Private Wealth Services's UFP Technologies position peaked at $633K in Q3 2024.
279 funds tracked by Wall St. Rank held UFP Technologies as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.