VisionPoint Advisory Group
UFPT icon

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
Q3 		$298K Sell
1,004
-42
-4% -$11.8K 0.05% 350
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

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Davidson Capital Management
Davidson Capital Management Corpus Christi, Texas $604M AUM 18.09% 1-Year Est. Return
Chatham Capital Group
Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return
Isthmus Partners
Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
GWM
Gibbs Wealth Management Alpharetta, Georgia $955M AUM 18.67% 1-Year Est. Return
Portside Wealth Group
Portside Wealth Group Provo, Utah $901M AUM 21.06% 1-Year Est. Return

VisionPoint Advisory Group's UFPT Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its UFP Technologies (UFPT) stake by 4% in Q3 2026, selling an estimated $11.8K and leaving 1,004 shares worth $298K. The position accounts for 0.05% of the portfolio, ranked #350.

VisionPoint Advisory Group first reported a position in UFPT in Q4 2025 and has held it in 4 quarters since. 55 funds tracked by Wall St. Rank hold UFPT as of Q3 2026.

  • VisionPoint Advisory Group held 1,004 shares of UFP Technologies worth $298K as of Q3 2026.
  • VisionPoint Advisory Group sold 42 UFP Technologies shares in Q3 2026, an estimated $11.8K.
  • UFP Technologies made up 0.05% of VisionPoint Advisory Group's portfolio in Q3 2026, its #350 holding.
  • VisionPoint Advisory Group first reported a position in UFP Technologies in Q4 2025 and has held it in 4 quarters since.
  • 55 funds tracked by Wall St. Rank held UFP Technologies as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.