Sowell Financial Services’s UFP Technologies UFPT Stock Holding History

Sowell Financial 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	$200K	Buy	+756	New	+$164K	0.01%	1086
2026 Q1	–	Sell	-977	Closed	-$217K	–	1190
2025 Q4	$217K	Buy	+977	New	+$209K	0.01%	990
2025 Q3	–	Sell	-872	Closed	-$213K	–	1131
2025 Q2	$213K	Buy	+872	New	+$196K	0.01%	942
2021 Q2	–	Sell	-78	Closed	-$4K	–	2583
2021 Q1	$4K	Hold	78	–	–	﹤0.01%	2690
2020 Q4	$4K	Sell	78 -96	-55%	-$4.18K	﹤0.01%	2361
2020 Q3	$7K	Sell	174 -20	-10%	-$864	﹤0.01%	1918
2020 Q2	$9K	Sell	194 -140	-42%	-$5.99K	﹤0.01%	1742
2020 Q1	$13K	Sell	334 -448	-57%	-$20.6K	﹤0.01%	1540
2019 Q4	$39K	Sell	782 -50	-6%	-$2.18K	﹤0.01%	1228
2019 Q3	$32K	Buy	+832	New	+$34.2K	﹤0.01%	1128

Other funds holding UFPT

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sowell Financial Services's UFPT Position: Q2 2026 in Review

Sowell Financial Services opened a new position in UFP Technologies (UFPT) in Q2 2026: 756 shares worth $200K. The stake represents 0.01% of the portfolio and ranks #1086 among its holdings. This is a return to the name: Sowell Financial Services previously reported a position in UFPT as recently as Q4 2025.

Sowell Financial Services first reported a position in UFPT in Q3 2019 and has held it in 10 quarters since. The position peaked at $217K in Q4 2025. 279 funds tracked by Wall St. Rank hold UFPT as of Q2 2026.

Sowell Financial Services held 756 shares of UFP Technologies worth $200K as of Q2 2026.
UFP Technologies was a new Sowell Financial Services position in Q2 2026.
UFP Technologies made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #1086 holding.
Sowell Financial Services first reported a position in UFP Technologies in Q3 2019 and has held it in 10 quarters since.
Sowell Financial Services's UFP Technologies position peaked at $217K in Q4 2025.
279 funds tracked by Wall St. Rank held UFP Technologies as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.