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Montrusco Bolton Investments’s UFP Technologies UFPT Stock Holding History

Montrusco Bolton Investments’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 		– Sell
-2,604
Closed -$504K – 83
2026
Q1 		$504K Sell
2,604
-17,725
-87% -$4.1M 0.01% 70
2025
Q4 		$4.51M Sell
20,329
-11,830
-37% -$2.53M 0.06% 67
2025
Q3 		$6.42M Sell
32,159
-6,700
-17% -$1.47M 0.07% 69
2025
Q2 		$9.49M Buy
+38,859
New +$8.75M 0.11% 64

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

Montrusco Bolton Investments's UFPT Position: Q2 2026 in Review

Montrusco Bolton Investments sold out of UFP Technologies (UFPT) in Q2 2026, closing a stake of 2,604 shares — an estimated $504K sold.

Montrusco Bolton Investments first reported a position in UFPT in Q2 2025 and held it in 4 quarters. The position peaked at $9.49M in Q2 2025. 279 funds tracked by Wall St. Rank hold UFPT as of Q2 2026.

  • Montrusco Bolton Investments reported no remaining UFP Technologies position as of Q2 2026 after selling out during the quarter.
  • Montrusco Bolton Investments sold 2,604 UFP Technologies shares in Q2 2026, an estimated $504K.
  • Montrusco Bolton Investments first reported a position in UFP Technologies in Q2 2025 and held it in 4 quarters.
  • Montrusco Bolton Investments's UFP Technologies position peaked at $9.49M in Q2 2025.
  • 279 funds tracked by Wall St. Rank held UFP Technologies as of Q2 2026.

Based on Montrusco Bolton Investments's 13F filing for Q2 2026, filed 21 Jul 2026.