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N.E.W. Advisory Services’s UFP Technologies UFPT Stock Holding History

N.E.W. 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 		$5.3K Hold
20
– – ﹤0.01% 736
2026
Q1 		$3.87K Hold
20
– – ﹤0.01% 769
2025
Q4 		$4.44K Hold
20
– – ﹤0.01% 718
2025
Q3 		$3.99K Buy
+20
New +$4.4K ﹤0.01% 679

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
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

N.E.W. Advisory Services's UFPT Position: Q2 2026 in Review

N.E.W. Advisory Services held its UFP Technologies (UFPT) position steady in Q2 2026 at 20 shares worth $5.3K. The position accounts for ﹤0.01% of the portfolio, ranked #736.

N.E.W. Advisory Services first reported a position in UFPT in Q3 2025 and has held it in 4 quarters since. 156 funds tracked by Wall St. Rank hold UFPT as of Q2 2026.

  • N.E.W. Advisory Services held 20 shares of UFP Technologies worth $5.3K as of Q2 2026.
  • N.E.W. Advisory Services left its UFP Technologies share count unchanged in Q2 2026.
  • UFP Technologies made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #736 holding.
  • N.E.W. Advisory Services first reported a position in UFP Technologies in Q3 2025 and has held it in 4 quarters since.
  • 156 funds tracked by Wall St. Rank held UFP Technologies as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.