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VisionPoint Advisory Group’s UFP Technologies UFPT Stock Holding History

VisionPoint 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
Q2 		$277K Sell
1,046
-47
-4% -$10.2K 0.05% 375
2026
Q1 		$212K Buy
1,093
+68
+7% +$15.7K 0.04% 420
2025
Q4 		$228K Buy
+1,025
New +$220K 0.04% 359

Other funds holding UFPT

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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
PWG
Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
KPP
Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

VisionPoint Advisory Group's UFPT Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its UFP Technologies (UFPT) stake by 4.3% in Q2 2026, selling an estimated $10.2K and leaving 1,046 shares worth $277K. The position accounts for 0.05% of the portfolio, ranked #375.

VisionPoint Advisory Group first reported a position in UFPT in Q4 2025 and has held it in 3 quarters since. 21 funds tracked by Wall St. Rank hold UFPT as of Q2 2026.

  • VisionPoint Advisory Group held 1,046 shares of UFP Technologies worth $277K as of Q2 2026.
  • VisionPoint Advisory Group sold 47 UFP Technologies shares in Q2 2026, an estimated $10.2K.
  • UFP Technologies made up 0.05% of VisionPoint Advisory Group's portfolio in Q2 2026, its #375 holding.
  • VisionPoint Advisory Group first reported a position in UFP Technologies in Q4 2025 and has held it in 3 quarters since.
  • 21 funds tracked by Wall St. Rank held UFP Technologies as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.