Financial Consulate’s UFP Technologies UFPT Stock Holding History

Financial Consulate’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 Q3	$297	Buy	+1	New	+$282	﹤0.01%	1588

Other funds holding UFPT

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Davidson Capital Management Corpus Christi, Texas $604M AUM 18.09% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

GWM

Gibbs Wealth Management Alpharetta, Georgia $955M AUM 18.67% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Financial Consulate's UFPT Position: Q3 2026 in Review

Financial Consulate opened a new position in UFP Technologies (UFPT) in Q3 2026: 1 share worth $297. The stake represents ﹤0.01% of the portfolio and ranks #1588 among its holdings.

61 funds tracked by Wall St. Rank hold UFPT as of Q3 2026.

Financial Consulate held 1 share of UFP Technologies worth $297 as of Q3 2026.
UFP Technologies was a new Financial Consulate position in Q3 2026.
UFP Technologies made up ﹤0.01% of Financial Consulate's portfolio in Q3 2026, its #1588 holding.
61 funds tracked by Wall St. Rank held UFP Technologies as of Q3 2026.

Based on Financial Consulate's 13F filing for Q3 2026, filed 23 Oct 2026.