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SageView Advisory Group’s UFP Technologies UFPT Stock Holding History

SageView Advisory Group’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
Q1 		– Sell
-25
Closed -$5.55K – 2312
2025
Q4 		$5.55K Buy
+25
New +$5.36K ﹤0.01% 1939

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
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

SageView Advisory Group's UFPT Position: Q1 2026 in Review

SageView Advisory Group sold out of UFP Technologies (UFPT) in Q1 2026, closing a stake of 25 shares — an estimated $5.55K sold.

SageView Advisory Group first reported a position in UFPT in Q4 2025 and held it in 1 quarter. The position peaked at $5.55K in Q4 2025. 273 funds tracked by Wall St. Rank hold UFPT as of Q1 2026.

  • SageView Advisory Group reported no remaining UFP Technologies position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 25 UFP Technologies shares in Q1 2026, an estimated $5.55K.
  • SageView Advisory Group first reported a position in UFP Technologies in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's UFP Technologies position peaked at $5.55K in Q4 2025.
  • 273 funds tracked by Wall St. Rank held UFP Technologies as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.