Charles Schwab
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Charles Schwab’s UFP Technologies UFPT Stock Holding History

Charles Schwab’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 		$19.4M Sell
73,279
-1,490
-2% -$324K ﹤0.01% 1845
2026
Q1 		$14.5M Sell
74,769
-986
-1% -$228K ﹤0.01% 1920
2025
Q4 		$16.8M Buy
75,755
+2,081
+3% +$446K ﹤0.01% 1858
2025
Q3 		$14.7M Buy
73,674
+1,609
+2% +$354K ﹤0.01% 1915
2025
Q2 		$17.6M Buy
72,065
+4,527
+7% +$1.02M ﹤0.01% 1743
2025
Q1 		$13.6M Sell
67,538
-416
-0.6% -$101K ﹤0.01% 1812
2024
Q4 		$16.6M Buy
67,954
+855
+1% +$249K ﹤0.01% 1788
2024
Q3 		$21.3M Buy
67,099
+2,842
+4% +$906K ﹤0.01% 1663
2024
Q2 		$17M Buy
64,257
+2,874
+5% +$710K ﹤0.01% 1780
2024
Q1 		$15.5M Buy
61,383
+2,379
+4% +$452K ﹤0.01% 1759
2023
Q4 		$10.2M Buy
59,004
+1,934
+3% +$313K ﹤0.01% 1978
2023
Q3 		$9.21M Buy
57,070
+37,590
+193% +$6.58M ﹤0.01% 1954
2023
Q2 		$3.78M Buy
19,480
+1,054
+6% +$163K ﹤0.01% 2346
2023
Q1 		$2.39M Buy
18,426
+143
+0.8% +$16.6K ﹤0.01% 2476
2022
Q4 		$2.16M Buy
18,283
+315
+2% +$33.6K ﹤0.01% 2548
2022
Q3 		$1.54M Buy
17,968
+27
+0.2% +$2.37K ﹤0.01% 2655
2022
Q2 		$1.43M Buy
17,941
+17
+0.1% +$1.25K ﹤0.01% 2670
2022
Q1 		$1.19M Sell
17,924
-827
-4% -$56.8K ﹤0.01% 2786
2021
Q4 		$1.32M Buy
18,751
+1,489
+9% +$98.7K ﹤0.01% 2811
2021
Q3 		$1.06M Sell
17,262
-791
-4% -$49.9K ﹤0.01% 2856
2021
Q2 		$1.04M Buy
18,053
+855
+5% +$46.4K ﹤0.01% 2917
2021
Q1 		$857K Sell
17,198
-283
-2% -$13.8K ﹤0.01% 2905
2020
Q4 		$815K Hold
17,481
– – ﹤0.01% 2833
2020
Q3 		$725K Sell
17,481
-516
-3% -$22.3K ﹤0.01% 2766
2020
Q2 		$793K Buy
17,997
+548
+3% +$23.4K ﹤0.01% 2693
2020
Q1 		$665K Sell
17,449
-35
-0.2% -$1.61K ﹤0.01% 2610
2019
Q4 		$868K Hold
17,484
– – ﹤0.01% 2641
2019
Q3 		$675K Hold
17,484
– – ﹤0.01% 2687
2019
Q2 		$728K Buy
17,484
+605
+4% +$22.9K ﹤0.01% 2681
2019
Q1 		$632K Sell
16,879
-251
-1% -$8.22K ﹤0.01% 2677
2018
Q4 		$515K Buy
17,130
+2,940
+21% +$101K ﹤0.01% 2758
2018
Q3 		$522K Buy
14,190
+2,290
+19% +$79.2K ﹤0.01% 2821
2018
Q2 		$368K Hold
11,900
– – ﹤0.01% 2897
2018
Q1 		$352K Hold
11,900
– – ﹤0.01% 2830
2017
Q4 		$331K Buy
11,900
+2,000
+20% +$56.2K ﹤0.01% 2847
2017
Q3 		$279K Hold
9,900
– – ﹤0.01% 2905
2017
Q2 		$281K Hold
9,900
– – ﹤0.01% 2893
2017
Q1 		$257K Hold
9,900
– – ﹤0.01% 2872
2016
Q4 		$252K Hold
9,900
– – ﹤0.01% 2899
2016
Q3 		$263K Hold
9,900
– – ﹤0.01% 2828
2016
Q2 		$224K Buy
+9,900
New +$222K ﹤0.01% 2892

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

Charles Schwab's UFPT Position: Q2 2026 in Review

Charles Schwab reduced its UFP Technologies (UFPT) stake by 2% in Q2 2026, selling an estimated $324K and leaving 73,279 shares worth $19.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1845.

Charles Schwab first reported a position in UFPT in Q2 2016 and has held it in 41 quarters since. The position peaked at $21.3M in Q3 2024. 279 funds tracked by Wall St. Rank hold UFPT as of Q2 2026.

  • Charles Schwab held 73,279 shares of UFP Technologies worth $19.4M as of Q2 2026.
  • Charles Schwab sold 1,490 UFP Technologies shares in Q2 2026, an estimated $324K.
  • UFP Technologies made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #1845 holding.
  • Charles Schwab first reported a position in UFP Technologies in Q2 2016 and has held it in 41 quarters since.
  • Charles Schwab's UFP Technologies position peaked at $21.3M in Q3 2024.
  • 279 funds tracked by Wall St. Rank held UFP Technologies as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.