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Congress Wealth Management’s UFP Technologies UFPT Stock Holding History

Congress Wealth Management’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
2025
Q2 		$11.3M Buy
46,147
+1,887
+4% +$425K 0.11% 225
2025
Q1 		$8.93M Buy
44,260
+3,730
+9% +$902K 0.11% 228
2024
Q4 		$9.91M Buy
40,530
+578
+1% +$168K 0.14% 203
2024
Q3 		$12.7M Sell
39,952
-1,528
-4% -$487K 0.17% 180
2024
Q2 		$10.9M Buy
41,480
+6,808
+20% +$1.68M 0.17% 163
2024
Q1 		$8.74M Buy
34,672
+23,895
+222% +$4.54M 0.15% 181
2023
Q4 		$1.85M Buy
10,777
+248
+2% +$40.2K 0.03% 322
2023
Q3 		$1.7M Buy
10,529
+943
+10% +$165K 0.04% 319
2023
Q2 		$1.86M Buy
+9,586
New +$1.48M 0.04% 274

Other funds holding UFPT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return