AssetMark Inc
UFPT icon

AssetMark Inc’s UFP Technologies UFPT Stock Holding History

AssetMark Inc’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 		$15.4K Hold
58
– – ﹤0.01% 2292
2026
Q1 		$11.2K Hold
58
– – ﹤0.01% 2276
2025
Q4 		$12.9K Buy
58
+29
+100% +$6.21K ﹤0.01% 2137
2025
Q3 		$5.79K Buy
+29
New +$6.38K ﹤0.01% 2299
2025
Q1 		– Sell
-17
Closed -$4.16K – 2767
2024
Q4 		$4.16K Buy
+17
New +$4.95K ﹤0.01% 1975

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

AssetMark Inc's UFPT Position: Q2 2026 in Review

AssetMark Inc held its UFP Technologies (UFPT) position steady in Q2 2026 at 58 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2292.

AssetMark Inc first reported a position in UFPT in Q4 2024 and has held it in 5 quarters since. 279 funds tracked by Wall St. Rank hold UFPT as of Q2 2026.

  • AssetMark Inc held 58 shares of UFP Technologies worth $15.4K as of Q2 2026.
  • AssetMark Inc left its UFP Technologies share count unchanged in Q2 2026.
  • UFP Technologies made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2292 holding.
  • AssetMark Inc first reported a position in UFP Technologies in Q4 2024 and has held it in 5 quarters since.
  • 279 funds tracked by Wall St. Rank held UFP Technologies as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.