Beaton Management Company’s UFP Technologies UFPT Stock Holding History

Beaton Management Company’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 Q1	$571K	Hold	2,950	–	–	0.25%	83
2025 Q4	$655K	Hold	2,950	–	–	0.29%	80
2025 Q3	$589K	Sell	2,950 -50	-2%	-$11K	0.27%	83
2025 Q2	$732K	Hold	3,000	–	–	0.36%	72
2025 Q1	$605K	Hold	3,000	–	–	0.31%	75
2024 Q4	$734K	Sell	3,000 -85	-3%	-$24.7K	0.37%	71
2024 Q3	$977K	Hold	3,085	–	–	0.49%	59
2024 Q2	$814K	Hold	3,085	–	–	0.44%	65
2024 Q1	$778K	Hold	3,085	–	–	0.42%	67
2023 Q4	$531K	Hold	3,085	–	–	0.32%	78
2023 Q3	$498K	Hold	3,085	–	–	0.32%	78
2023 Q2	$598K	Hold	3,085	–	–	0.38%	72
2023 Q1	$401K	Hold	3,085	–	–	0.27%	85
2022 Q4	$364K	Hold	3,085	–	–	0.24%	94
2022 Q3	$265K	Hold	3,085	–	–	0.2%	108
2022 Q2	$245K	Hold	3,085	–	–	0.17%	116
2022 Q1	$204K	Hold	3,085	–	–	0.13%	138
2021 Q4	$217K	Buy	+3,085	New	+$204K	0.13%	139

Other funds holding UFPT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Beaton Management Company's UFPT Position: Q1 2026 in Review

Beaton Management Company held its UFP Technologies (UFPT) position steady in Q1 2026 at 2,950 shares worth $571K. The position accounts for 0.25% of the portfolio, ranked #83.

Beaton Management Company first reported a position in UFPT in Q4 2021 and has held it in 18 quarters since. The position peaked at $977K in Q3 2024. 273 funds tracked by Wall St. Rank hold UFPT as of Q1 2026.

Beaton Management Company held 2,950 shares of UFP Technologies worth $571K as of Q1 2026.
Beaton Management Company left its UFP Technologies share count unchanged in Q1 2026.
UFP Technologies made up 0.25% of Beaton Management Company's portfolio in Q1 2026, its #83 holding.
Beaton Management Company first reported a position in UFP Technologies in Q4 2021 and has held it in 18 quarters since.
Beaton Management Company's UFP Technologies position peaked at $977K in Q3 2024.
273 funds tracked by Wall St. Rank held UFP Technologies as of Q1 2026.

Based on Beaton Management Company's 13F filing for Q1 2026, filed 12 May 2026.