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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 $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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 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 $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Congress Wealth Management's UFPT Position: Q2 2025 in Review

Congress Wealth Management increased its UFP Technologies (UFPT) stake by 4.3% in Q2 2025, buying an estimated $425K and bringing the position to 46,147 shares worth $11.3M. The position accounts for 0.11% of the portfolio, ranked #225.

Congress Wealth Management first reported a position in UFPT in Q2 2023 and has held it in 9 quarters since. The position peaked at $12.7M in Q3 2024. 292 funds tracked by Wall St. Rank hold UFPT as of Q2 2025.

  • Congress Wealth Management held 46,147 shares of UFP Technologies worth $11.3M as of Q2 2025.
  • Congress Wealth Management bought 1,887 UFP Technologies shares in Q2 2025, an estimated $425K.
  • UFP Technologies made up 0.11% of Congress Wealth Management's portfolio in Q2 2025, its #225 holding.
  • Congress Wealth Management first reported a position in UFP Technologies in Q2 2023 and has held it in 9 quarters since.
  • Congress Wealth Management's UFP Technologies position peaked at $12.7M in Q3 2024.
  • 292 funds tracked by Wall St. Rank held UFP Technologies as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.