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Transamerica Financial Advisors’s UFP Technologies UFPT Stock Holding History

Transamerica Financial Advisors’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 		$32.3K Sell
122
-27
-18% -$5.87K ﹤0.01% 769
2026
Q1 		$28.8K Buy
149
+39
+35% +$9.03K ﹤0.01% 736
2025
Q4 		$24.4K Buy
110
+15
+16% +$3.21K ﹤0.01% 673
2025
Q3 		$19K Buy
+95
New +$20.9K ﹤0.01% 618

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

Transamerica Financial Advisors's UFPT Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its UFP Technologies (UFPT) stake by 18% in Q2 2026, selling an estimated $5.87K and leaving 122 shares worth $32.3K. The position accounts for ﹤0.01% of the portfolio, ranked #769.

Transamerica Financial Advisors first reported a position in UFPT in Q3 2025 and has held it in 4 quarters since. 279 funds tracked by Wall St. Rank hold UFPT as of Q2 2026.

  • Transamerica Financial Advisors held 122 shares of UFP Technologies worth $32.3K as of Q2 2026.
  • Transamerica Financial Advisors sold 27 UFP Technologies shares in Q2 2026, an estimated $5.87K.
  • UFP Technologies made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #769 holding.
  • Transamerica Financial Advisors first reported a position in UFP Technologies in Q3 2025 and has held it in 4 quarters since.
  • 279 funds tracked by Wall St. Rank held UFP Technologies as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.