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Dakota Wealth Management’s UFP Technologies UFPT Stock Holding History

Dakota Wealth Management’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
-936
Closed -$229K – 784
2025
Q2 		$229K Sell
936
-73
-7% -$16.4K ﹤0.01% 694
2025
Q1 		$204K Buy
+1,009
New +$244K ﹤0.01% 714
2023
Q4 		– Sell
-1,440
Closed -$232K – 705
2023
Q3 		$232K Hold
1,440
– – 0.01% 555
2023
Q2 		$279K Buy
+1,440
New +$223K 0.01% 499

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

Dakota Wealth Management's UFPT Position: Q3 2025 in Review

Dakota Wealth Management sold out of UFP Technologies (UFPT) in Q3 2025, closing a stake of 936 shares — an estimated $229K sold.

Dakota Wealth Management first reported a position in UFPT in Q2 2023 and held it in 4 quarters. The position peaked at $279K in Q2 2023. 275 funds tracked by Wall St. Rank hold UFPT as of Q3 2025.

  • Dakota Wealth Management reported no remaining UFP Technologies position as of Q3 2025 after selling out during the quarter.
  • Dakota Wealth Management sold 936 UFP Technologies shares in Q3 2025, an estimated $229K.
  • Dakota Wealth Management first reported a position in UFP Technologies in Q2 2023 and held it in 4 quarters.
  • Dakota Wealth Management's UFP Technologies position peaked at $279K in Q2 2023.
  • 275 funds tracked by Wall St. Rank held UFP Technologies as of Q3 2025.

Based on Dakota Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.