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Root Financial Partners’s UFP Technologies UFPT Stock Holding History

Root Financial Partners’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
-3
Closed -$581 – 3013
2026
Q1 		$581 Buy
+3
New +$695 ﹤0.01% 2815

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WA
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BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Swedbank
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New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
CFP
Catalyst Financial Partners Boston, Massachusetts $1.01B AUM 36.54% 1-Year Est. Return
DCM
Davidson Capital Management Corpus Christi, Texas $624M AUM 29.17% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Root Financial Partners's UFPT Position: Q2 2026 in Review

Root Financial Partners sold out of UFP Technologies (UFPT) in Q2 2026, closing a stake of 3 shares — an estimated $581 sold.

Root Financial Partners first reported a position in UFPT in Q1 2026 and held it in 1 quarter. The position peaked at $581 in Q1 2026. 83 funds tracked by Wall St. Rank hold UFPT as of Q2 2026.

  • Root Financial Partners reported no remaining UFP Technologies position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 3 UFP Technologies shares in Q2 2026, an estimated $581.
  • Root Financial Partners first reported a position in UFP Technologies in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's UFP Technologies position peaked at $581 in Q1 2026.
  • 83 funds tracked by Wall St. Rank held UFP Technologies as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.