Diversify Wealth Management’s UFP Technologies UFPT Stock Holding History

Diversify 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
2026 Q2	$2.49M	Buy	10,009 +838	+9%	+$182K	0.04%	337
2026 Q1	$1.7M	Buy	9,171 +4,791	+109%	+$1.11M	0.03%	424
2025 Q4	$1.11M	Buy	4,380 +265	+6%	+$56.8K	0.05%	302
2025 Q3	$819K	Buy	4,115 +91	+2%	+$20K	0.05%	304
2025 Q2	$884K	Buy	4,024 +727	+22%	+$164K	0.05%	291
2025 Q1	$698K	Buy	3,297 +271	+9%	+$65.6K	0.05%	290
2024 Q4	$732K	Buy	3,026 +716	+31%	+$208K	0.06%	271
2024 Q3	$646K	Buy	2,310 +241	+12%	+$76.8K	0.06%	257
2024 Q2	$620K	Buy	+2,069	New	+$511K	0.08%	229

Other funds holding UFPT

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Diversify Wealth Management's UFPT Position: Q2 2026 in Review

Diversify Wealth Management increased its UFP Technologies (UFPT) stake by 9.1% in Q2 2026, buying an estimated $182K and bringing the position to 10,009 shares worth $2.49M. The position accounts for 0.04% of the portfolio, ranked #337.

Diversify Wealth Management first reported a position in UFPT in Q2 2024 and has held it in 9 quarters since. 279 funds tracked by Wall St. Rank hold UFPT as of Q2 2026.

Diversify Wealth Management held 10,009 shares of UFP Technologies worth $2.49M as of Q2 2026.
Diversify Wealth Management bought 838 UFP Technologies shares in Q2 2026, an estimated $182K.
UFP Technologies made up 0.04% of Diversify Wealth Management's portfolio in Q2 2026, its #337 holding.
Diversify Wealth Management first reported a position in UFP Technologies in Q2 2024 and has held it in 9 quarters since.
279 funds tracked by Wall St. Rank held UFP Technologies as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.