Creative Planning
UFPT icon

Creative Planning’s UFP Technologies UFPT Stock Holding History

Creative Planning’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 		$664K Buy
2,503
+1,426
+132% +$310K ﹤0.01% 2966
2026
Q1 		$209K Buy
+1,077
New +$249K ﹤0.01% 3700
2025
Q3 		– Sell
-1,143
Closed -$279K – 4018
2025
Q2 		$279K Sell
1,143
-482
-30% -$108K ﹤0.01% 2958
2025
Q1 		$328K Buy
1,625
+1,611
+11,507% +$390K ﹤0.01% 2670
2024
Q4 		$3.42K Sell
14
-716
-98% -$208K ﹤0.01% 3429
2024
Q3 		$231K Buy
+730
New +$233K ﹤0.01% 2728
2017
Q3 		– Sell
-500
Closed -$14K – 3601
2017
Q2 		$14K Hold
500
– – ﹤0.01% 3422
2017
Q1 		$13K Sell
500
-1,100
-69% -$27.2K ﹤0.01% 3440
2016
Q4 		$41K Hold
1,600
– – ﹤0.01% 2553
2016
Q3 		$42K Buy
+1,600
New +$39.1K ﹤0.01% 2508

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 Planning's UFPT Position: Q2 2026 in Review

Creative Planning increased its UFP Technologies (UFPT) stake by 132% in Q2 2026, buying an estimated $310K and bringing the position to 2,503 shares worth $664K. The position accounts for ﹤0.01% of the portfolio, ranked #2966.

Creative Planning first reported a position in UFPT in Q3 2016 and has held it in 10 quarters since. 280 funds tracked by Wall St. Rank hold UFPT as of Q2 2026.

  • Creative Planning held 2,503 shares of UFP Technologies worth $664K as of Q2 2026.
  • Creative Planning bought 1,426 UFP Technologies shares in Q2 2026, an estimated $310K.
  • UFP Technologies made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2966 holding.
  • Creative Planning first reported a position in UFP Technologies in Q3 2016 and has held it in 10 quarters since.
  • 280 funds tracked by Wall St. Rank held UFP Technologies as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.