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World Investment Advisors’s UFP Technologies UFPT Stock Holding History

World Investment 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 		$596K Sell
3,069
-4
-0.1% -$869 0.01% 883
2026
Q1 		$595K Sell
3,073
-105
-3% -$24.3K 0.01% 908
2025
Q4 		$706K Buy
3,178
+678
+27% +$145K 0.01% 804
2025
Q3 		$499K Hold
2,500
– – 0.01% 787
2025
Q2 		$610K Hold
2,500
– – 0.01% 663
2025
Q1 		$504K Hold
2,500
– – 0.01% 692
2024
Q4 		$611K Hold
2,500
– – 0.02% 609
2024
Q3 		$792K Buy
+2,500
New +$797K 0.02% 479

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

World Investment Advisors's UFPT Position: Q2 2026 in Review

World Investment Advisors reduced its UFP Technologies (UFPT) stake by 0.13% in Q2 2026, selling an estimated $869 and leaving 3,069 shares worth $596K. The position accounts for 0.01% of the portfolio, ranked #883.

World Investment Advisors first reported a position in UFPT in Q3 2024 and has held it in 8 quarters since. The position peaked at $792K in Q3 2024. 279 funds tracked by Wall St. Rank hold UFPT as of Q2 2026.

  • World Investment Advisors held 3,069 shares of UFP Technologies worth $596K as of Q2 2026.
  • World Investment Advisors sold 4 UFP Technologies shares in Q2 2026, an estimated $869.
  • UFP Technologies made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #883 holding.
  • World Investment Advisors first reported a position in UFP Technologies in Q3 2024 and has held it in 8 quarters since.
  • World Investment Advisors's UFP Technologies position peaked at $792K in Q3 2024.
  • 279 funds tracked by Wall St. Rank held UFP Technologies as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.