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UFPT icon

NewEdge Advisors’s UFP Technologies UFPT Stock Holding History

NewEdge Advisors’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
2025
Q2 		– Sell
-1,536
Closed -$310K – 4161
2025
Q1 		$310K Sell
1,536
-18
-1% -$4.36K ﹤0.01% 1875
2024
Q4 		$380K Sell
1,554
-168
-10% -$48.9K ﹤0.01% 1735
2024
Q3 		$545K Sell
1,722
-66
-4% -$21K ﹤0.01% 1433
2024
Q2 		$472K Sell
1,788
-156
-8% -$38.5K ﹤0.01% 1454
2024
Q1 		$490K Buy
1,944
+135
+7% +$25.7K ﹤0.01% 1359
2023
Q4 		$311K Buy
1,809
+218
+14% +$35.3K ﹤0.01% 1534
2023
Q3 		$257K Buy
1,591
+62
+4% +$10.9K ﹤0.01% 1505
2023
Q2 		$296K Sell
1,529
-304
-17% -$47.1K ﹤0.01% 1457
2023
Q1 		$238K Sell
1,833
-807
-31% -$93.8K ﹤0.01% 1468
2022
Q4 		$76.2K Buy
+2,640
New +$281K ﹤0.01% 1555

Other funds holding UFPT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NewEdge Advisors's UFPT Position: Q2 2025 in Review

NewEdge Advisors sold out of UFP Technologies (UFPT) in Q2 2025, closing a stake of 1,536 shares — an estimated $310K sold.

NewEdge Advisors first reported a position in UFPT in Q4 2022 and held it in 10 quarters. The position peaked at $545K in Q3 2024. 292 funds tracked by Wall St. Rank hold UFPT as of Q2 2025.

  • NewEdge Advisors reported no remaining UFP Technologies position as of Q2 2025 after selling out during the quarter.
  • NewEdge Advisors sold 1,536 UFP Technologies shares in Q2 2025, an estimated $310K.
  • NewEdge Advisors first reported a position in UFP Technologies in Q4 2022 and held it in 10 quarters.
  • NewEdge Advisors's UFP Technologies position peaked at $545K in Q3 2024.
  • 292 funds tracked by Wall St. Rank held UFP Technologies as of Q2 2025.

Based on NewEdge Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.