Carson Wealth (CWM LLC)
UFPT icon

Carson Wealth (CWM LLC)’s UFP Technologies UFPT Stock Holding History

Carson Wealth (CWM 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
Q1 		$556K Buy
2,870
+68
+2% +$15.7K ﹤0.01% 1931
2025
Q4 		$622K Sell
2,802
-402
-13% -$86.1K ﹤0.01% 1786
2025
Q3 		$640K Sell
3,204
-120
-4% -$26.4K ﹤0.01% 1662
2025
Q2 		$812K Sell
3,324
-66
-2% -$14.9K ﹤0.01% 1359
2025
Q1 		$684K Sell
3,390
-306
-8% -$74K ﹤0.01% 1331
2024
Q4 		$904K Sell
3,696
-319
-8% -$92.8K ﹤0.01% 1137
2024
Q3 		$1.27M Sell
4,015
-998
-20% -$318K 0.01% 894
2024
Q2 		$1.32M Sell
5,013
-1,212
-19% -$299K 0.01% 765
2024
Q1 		$1.57M Sell
6,225
-612
-9% -$116K 0.01% 692
2023
Q4 		$1.18M Sell
6,837
-574
-8% -$93K 0.01% 737
2023
Q3 		$1.2M Sell
7,411
-631
-8% -$111K 0.01% 676
2023
Q2 		$1.56M Buy
+8,042
New +$1.24M 0.01% 580

Other funds holding UFPT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Carson Wealth (CWM LLC)'s UFPT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its UFP Technologies (UFPT) stake by 2.4% in Q1 2026, buying an estimated $15.7K and bringing the position to 2,870 shares worth $556K. The position accounts for ﹤0.01% of the portfolio, ranked #1931.

Carson Wealth (CWM LLC) first reported a position in UFPT in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.57M in Q1 2024. 273 funds tracked by Wall St. Rank hold UFPT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,870 shares of UFP Technologies worth $556K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 68 UFP Technologies shares in Q1 2026, an estimated $15.7K.
  • UFP Technologies made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1931 holding.
  • Carson Wealth (CWM LLC) first reported a position in UFP Technologies in Q2 2023 and has held it in 12 quarters since.
  • Carson Wealth (CWM LLC)'s UFP Technologies position peaked at $1.57M in Q1 2024.
  • 273 funds tracked by Wall St. Rank held UFP Technologies as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.