CW
UFPT icon

CreativeOne Wealth’s UFP Technologies UFPT Stock Holding History

CreativeOne Wealth’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
Q3 		– Sell
-864
Closed -$211K – 1217
2025
Q2 		$211K Sell
864
-141
-14% -$31.7K 0.01% 1040
2025
Q1 		$203K Buy
+1,005
New +$243K 0.01% 1002
2024
Q3 		– Sell
-792
Closed -$209K – 984
2024
Q2 		$209K Sell
792
-287
-27% -$70.9K 0.01% 721
2024
Q1 		$272K Buy
+1,079
New +$205K 0.01% 746
2023
Q4 		– Sell
-1,334
Closed -$215K – 676
2023
Q3 		$215K Buy
+1,334
New +$234K 0.02% 516

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CreativeOne Wealth's UFPT Position: Q3 2025 in Review

CreativeOne Wealth sold out of UFP Technologies (UFPT) in Q3 2025, closing a stake of 864 shares — an estimated $211K sold.

CreativeOne Wealth first reported a position in UFPT in Q3 2023 and held it in 5 quarters. The position peaked at $272K in Q1 2024. 275 funds tracked by Wall St. Rank hold UFPT as of Q3 2025.

  • CreativeOne Wealth reported no remaining UFP Technologies position as of Q3 2025 after selling out during the quarter.
  • CreativeOne Wealth sold 864 UFP Technologies shares in Q3 2025, an estimated $211K.
  • CreativeOne Wealth first reported a position in UFP Technologies in Q3 2023 and held it in 5 quarters.
  • CreativeOne Wealth's UFP Technologies position peaked at $272K in Q1 2024.
  • 275 funds tracked by Wall St. Rank held UFP Technologies as of Q3 2025.

Based on CreativeOne Wealth's 13F filing for Q3 2025, filed 13 Nov 2025.