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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
2026
Q2 		$218K Buy
+821
New +$178K ﹤0.01% 1126
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 $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

CreativeOne Wealth's UFPT Position: Q2 2026 in Review

CreativeOne Wealth opened a new position in UFP Technologies (UFPT) in Q2 2026: 821 shares worth $218K. The stake represents ﹤0.01% of the portfolio and ranks #1126 among its holdings. This is a return to the name: CreativeOne Wealth previously reported a position in UFPT as recently as Q2 2025.

CreativeOne Wealth first reported a position in UFPT in Q3 2023 and has held it in 6 quarters since. The position peaked at $272K in Q1 2024. 280 funds tracked by Wall St. Rank hold UFPT as of Q2 2026.

  • CreativeOne Wealth held 821 shares of UFP Technologies worth $218K as of Q2 2026.
  • UFP Technologies was a new CreativeOne Wealth position in Q2 2026.
  • UFP Technologies made up ﹤0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #1126 holding.
  • CreativeOne Wealth first reported a position in UFP Technologies in Q3 2023 and has held it in 6 quarters since.
  • CreativeOne Wealth's UFP Technologies position peaked at $272K in Q1 2024.
  • 280 funds tracked by Wall St. Rank held UFP Technologies as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.