Level Four Advisory Services’s UFP Technologies UFPT Stock Holding History

Level Four 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 Q2	$1.84M	Sell	6,945 -1,057	-13%	-$230K	0.05%	320
2026 Q1	$1.55M	Buy	8,002 +1,593	+25%	+$369K	0.05%	336
2025 Q4	$1.42M	Sell	6,409 -1,564	-20%	-$335K	0.05%	339
2025 Q3	$1.59M	Buy	7,973 +173	+2%	+$38K	0.05%	316
2025 Q2	$1.9M	Buy	7,800 +689	+10%	+$155K	0.07%	261
2025 Q1	$1.43M	Buy	7,111 +6,190	+672%	+$1.5M	0.06%	291
2024 Q4	$225K	Buy	+921	New	+$268K	0.01%	696

Other funds holding UFPT

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

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 $3.37T AUM 44.26% 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

Level Four Advisory Services's UFPT Position: Q2 2026 in Review

Level Four Advisory Services reduced its UFP Technologies (UFPT) stake by 13% in Q2 2026, selling an estimated $230K and leaving 6,945 shares worth $1.84M. The position accounts for 0.05% of the portfolio, ranked #320.

Level Four Advisory Services first reported a position in UFPT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.9M in Q2 2025. 279 funds tracked by Wall St. Rank hold UFPT as of Q2 2026.

Level Four Advisory Services held 6,945 shares of UFP Technologies worth $1.84M as of Q2 2026.
Level Four Advisory Services sold 1,057 UFP Technologies shares in Q2 2026, an estimated $230K.
UFP Technologies made up 0.05% of Level Four Advisory Services's portfolio in Q2 2026, its #320 holding.
Level Four Advisory Services first reported a position in UFP Technologies in Q4 2024 and has held it in 7 quarters since.
Level Four Advisory Services's UFP Technologies position peaked at $1.9M in Q2 2025.
279 funds tracked by Wall St. Rank held UFP Technologies as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.