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Steward Partners Investment Advisory’s UFP Technologies UFPT Stock Holding History

Steward Partners Investment Advisory’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 		$9.81K Buy
37
+33
+825% +$7.17K ﹤0.01% 3748
2026
Q1 		$774 Hold
4
– – ﹤0.01% 4222
2025
Q4 		$888 Sell
4
-10
-71% -$2.14K ﹤0.01% 4100
2025
Q3 		$2.79K Hold
14
– – ﹤0.01% 3824
2025
Q2 		$3.42K Buy
14
+4
+40% +$900 ﹤0.01% 3596
2025
Q1 		$2.02K Hold
10
– – ﹤0.01% 3640
2024
Q4 		$2.44K Hold
10
– – ﹤0.01% 3585
2024
Q3 		$3.17K Buy
+10
New +$3.19K ﹤0.01% 3316

Other funds holding UFPT

BlackRock
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Steward Partners Investment Advisory's UFPT Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its UFP Technologies (UFPT) stake by 825% in Q2 2026, buying an estimated $7.17K and bringing the position to 37 shares worth $9.81K. The position accounts for ﹤0.01% of the portfolio, ranked #3748.

Steward Partners Investment Advisory first reported a position in UFPT in Q3 2024 and has held it in 8 quarters since. 279 funds tracked by Wall St. Rank hold UFPT as of Q2 2026.

  • Steward Partners Investment Advisory held 37 shares of UFP Technologies worth $9.81K as of Q2 2026.
  • Steward Partners Investment Advisory bought 33 UFP Technologies shares in Q2 2026, an estimated $7.17K.
  • UFP Technologies made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3748 holding.
  • Steward Partners Investment Advisory first reported a position in UFP Technologies in Q3 2024 and has held it in 8 quarters since.
  • 279 funds tracked by Wall St. Rank held UFP Technologies as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.