LPL Financial
UFPT icon

LPL Financial’s UFP Technologies UFPT Stock Holding History

LPL Financial’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 		$4.39M Sell
16,575
-2,777
-14% -$603K ﹤0.01% 2916
2026
Q1 		$3.75M Buy
19,352
+310
+2% +$71.8K ﹤0.01% 2898
2025
Q4 		$4.23M Buy
19,042
+2,570
+16% +$551K ﹤0.01% 2679
2025
Q3 		$3.29M Buy
16,472
+212
+1% +$46.6K ﹤0.01% 2853
2025
Q2 		$3.97M Buy
16,260
+2,110
+15% +$475K ﹤0.01% 2502
2025
Q1 		$2.82M Buy
14,150
+4,999
+55% +$1.21M ﹤0.01% 2627
2024
Q4 		$2.33M Buy
9,151
+1,898
+26% +$552K ﹤0.01% 2722
2024
Q3 		$2.3M Buy
7,253
+4,557
+169% +$1.45M ﹤0.01% 2590
2024
Q2 		$711K Buy
2,696
+305
+13% +$75.3K ﹤0.01% 3560
2024
Q1 		$603K Sell
2,391
-13
-0.5% -$2.47K ﹤0.01% 3617
2023
Q4 		$414K Buy
2,404
+356
+17% +$57.7K ﹤0.01% 3810
2023
Q3 		$331K Buy
+2,048
New +$359K ﹤0.01% 3837
2015
Q2 		– Sell
-9,421
Closed -$217K – 2948
2015
Q1 		$217K Hold
9,421
– – ﹤0.01% 2493
2014
Q4 		$232K Buy
+9,421
New +$209K ﹤0.01% 2382

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

LPL Financial's UFPT Position: Q2 2026 in Review

LPL Financial reduced its UFP Technologies (UFPT) stake by 14% in Q2 2026, selling an estimated $603K and leaving 16,575 shares worth $4.39M. The position accounts for ﹤0.01% of the portfolio, ranked #2916.

LPL Financial first reported a position in UFPT in Q4 2014 and has held it in 14 quarters since. 279 funds tracked by Wall St. Rank hold UFPT as of Q2 2026.

  • LPL Financial held 16,575 shares of UFP Technologies worth $4.39M as of Q2 2026.
  • LPL Financial sold 2,777 UFP Technologies shares in Q2 2026, an estimated $603K.
  • UFP Technologies made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2916 holding.
  • LPL Financial first reported a position in UFP Technologies in Q4 2014 and has held it in 14 quarters since.
  • 279 funds tracked by Wall St. Rank held UFP Technologies as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.