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
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 $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Creative Planning's UFPT Position: Q1 2026 in Review

Creative Planning opened a new position in UFP Technologies (UFPT) in Q1 2026: 1,077 shares worth $209K. The stake represents ﹤0.01% of the portfolio and ranks #3700 among its holdings. This is a return to the name: Creative Planning previously reported a position in UFPT as recently as Q2 2025.

Creative Planning first reported a position in UFPT in Q3 2016 and has held it in 9 quarters since. The position peaked at $328K in Q1 2025. 273 funds tracked by Wall St. Rank hold UFPT as of Q1 2026.

  • Creative Planning held 1,077 shares of UFP Technologies worth $209K as of Q1 2026.
  • UFP Technologies was a new Creative Planning position in Q1 2026.
  • UFP Technologies made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3700 holding.
  • Creative Planning first reported a position in UFP Technologies in Q3 2016 and has held it in 9 quarters since.
  • Creative Planning's UFP Technologies position peaked at $328K in Q1 2025.
  • 273 funds tracked by Wall St. Rank held UFP Technologies as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.