Rothwell Investment Advisors, LLC’s UFP Technologies UFPT Stock Holding History

Rothwell Investment Advisors, LLC’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	$7.42K	Buy	+25	New	+$7.05K	﹤0.01%	828

Other funds holding UFPT

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Rothwell Investment Advisors, LLC's UFPT Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in UFP Technologies (UFPT) in Q3 2026: 25 shares worth $7.42K. The stake represents ﹤0.01% of the portfolio and ranks #828 among its holdings.

144 funds tracked by Wall St. Rank hold UFPT as of Q3 2026.

Rothwell Investment Advisors, LLC held 25 shares of UFP Technologies worth $7.42K as of Q3 2026.
UFP Technologies was a new Rothwell Investment Advisors, LLC position in Q3 2026.
UFP Technologies made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #828 holding.
144 funds tracked by Wall St. Rank held UFP Technologies as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.