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Summit Global Investments’s UFP Technologies UFPT Stock Holding History

Summit Global Investments’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
Q2 		– Sell
-993
Closed -$200K – 528
2025
Q1 		$200K Sell
993
-19
-2% -$4.6K 0.01% 416
2024
Q4 		$247K Buy
+1,012
New +$295K 0.02% 473
2023
Q4 		– Sell
-4,825
Closed -$779K – 599
2023
Q3 		$779K Sell
4,825
-117
-2% -$20.5K 0.05% 266
2023
Q2 		$958K Sell
4,942
-5,158
-51% -$798K 0.06% 235
2023
Q1 		$1.31M Buy
10,100
+2,300
+29% +$267K 0.1% 189
2022
Q4 		$920K Buy
7,800
+900
+13% +$95.9K 0.08% 208
2022
Q3 		$592K Buy
6,900
+2,900
+73% +$254K 0.05% 280
2022
Q2 		$318K Hold
4,000
– – 0.03% 388
2022
Q1 		$265K Sell
4,000
-2,900
-42% -$199K 0.02% 430
2021
Q4 		$485K Buy
6,900
+500
+8% +$33.1K 0.03% 368
2021
Q3 		$394K Buy
6,400
+100
+2% +$6.31K 0.03% 348
2021
Q2 		$362K Buy
+6,300
New +$342K 0.02% 420
2021
Q1 		– Sell
-5,100
Closed -$238K – 576
2020
Q4 		$238K Sell
5,100
-5,100
-50% -$222K 0.02% 242
2020
Q3 		$422K Sell
10,200
-300
-3% -$13K 0.04% 198
2020
Q2 		$463K Sell
10,500
-100
-0.9% -$4.28K 0.05% 191
2020
Q1 		$404K Buy
+10,600
New +$487K 0.06% 193

Other funds holding UFPT

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Global Investments's UFPT Position: Q2 2025 in Review

Summit Global Investments sold out of UFP Technologies (UFPT) in Q2 2025, closing a stake of 993 shares — an estimated $200K sold.

Summit Global Investments first reported a position in UFPT in Q1 2020 and held it in 16 quarters. The position peaked at $1.31M in Q1 2023. 292 funds tracked by Wall St. Rank hold UFPT as of Q2 2025.

  • Summit Global Investments reported no remaining UFP Technologies position as of Q2 2025 after selling out during the quarter.
  • Summit Global Investments sold 993 UFP Technologies shares in Q2 2025, an estimated $200K.
  • Summit Global Investments first reported a position in UFP Technologies in Q1 2020 and held it in 16 quarters.
  • Summit Global Investments's UFP Technologies position peaked at $1.31M in Q1 2023.
  • 292 funds tracked by Wall St. Rank held UFP Technologies as of Q2 2025.

Based on Summit Global Investments's 13F filing for Q2 2025, filed 12 Aug 2025.