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Pure Financial Advisors’s UFP Technologies UFPT Stock Holding History

Pure Financial 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
Q4 		– Sell
-1,149
Closed -$229K – 571
2025
Q3 		$229K Buy
1,149
+3
+0.3% +$660 ﹤0.01% 457
2025
Q2 		$280K Buy
+1,146
New +$258K ﹤0.01% 391

Other funds holding UFPT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Pure Financial Advisors's UFPT Position: Q4 2025 in Review

Pure Financial Advisors sold out of UFP Technologies (UFPT) in Q4 2025, closing a stake of 1,149 shares — an estimated $229K sold.

Pure Financial Advisors first reported a position in UFPT in Q2 2025 and held it in 2 quarters. The position peaked at $280K in Q2 2025. 270 funds tracked by Wall St. Rank hold UFPT as of Q4 2025.

  • Pure Financial Advisors reported no remaining UFP Technologies position as of Q4 2025 after selling out during the quarter.
  • Pure Financial Advisors sold 1,149 UFP Technologies shares in Q4 2025, an estimated $229K.
  • Pure Financial Advisors first reported a position in UFP Technologies in Q2 2025 and held it in 2 quarters.
  • Pure Financial Advisors's UFP Technologies position peaked at $280K in Q2 2025.
  • 270 funds tracked by Wall St. Rank held UFP Technologies as of Q4 2025.

Based on Pure Financial Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.