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Creative Financial Designs’s UFP Technologies UFPT Stock Holding History

Creative Financial Designs’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 		$795 Hold
3
– – ﹤0.01% 2074
2026
Q1 		$581 Hold
3
– – ﹤0.01% 1981
2025
Q4 		$666 Hold
3
– – ﹤0.01% 1872
2025
Q3 		$599 Hold
3
– – ﹤0.01% 1904
2025
Q2 		$732 Hold
3
– – ﹤0.01% 1845
2025
Q1 		$605 Sell
3
-3
-50% -$726 ﹤0.01% 1878
2024
Q4 		$1.47K Buy
+6
New +$1.75K ﹤0.01% 1641

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

Creative Financial Designs's UFPT Position: Q2 2026 in Review

Creative Financial Designs held its UFP Technologies (UFPT) position steady in Q2 2026 at 3 shares worth $795. The position accounts for ﹤0.01% of the portfolio, ranked #2074.

Creative Financial Designs first reported a position in UFPT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.47K in Q4 2024. 279 funds tracked by Wall St. Rank hold UFPT as of Q2 2026.

  • Creative Financial Designs held 3 shares of UFP Technologies worth $795 as of Q2 2026.
  • Creative Financial Designs left its UFP Technologies share count unchanged in Q2 2026.
  • UFP Technologies made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #2074 holding.
  • Creative Financial Designs first reported a position in UFP Technologies in Q4 2024 and has held it in 7 quarters since.
  • Creative Financial Designs's UFP Technologies position peaked at $1.47K in Q4 2024.
  • 279 funds tracked by Wall St. Rank held UFP Technologies as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.