GWM
UFPT icon

Gibbs Wealth Management’s UFP Technologies UFPT Stock Holding History

Gibbs 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
Q1 		$1.35M Buy
6,965
+3,476
+100% +$805K 0.18% 116
2025
Q4 		$898K Buy
3,489
+763
+28% +$163K 0.22% 109
2025
Q3 		$544K Sell
2,726
-659
-19% -$145K 0.12% 196
2025
Q2 		$826K Buy
3,385
+478
+16% +$108K 0.16% 151
2025
Q1 		$586K Buy
2,907
+838
+41% +$203K 0.14% 168
2024
Q4 		$506K Buy
2,069
+311
+18% +$90.5K 0.14% 159
2024
Q3 		$557K Buy
1,758
+195
+12% +$62.2K 0.18% 130
2024
Q2 		$412K Buy
+1,563
New +$386K 0.17% 148

Other funds holding UFPT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Gibbs Wealth Management's UFPT Position: Q1 2026 in Review

Gibbs Wealth Management increased its UFP Technologies (UFPT) stake by 100% in Q1 2026, buying an estimated $805K and bringing the position to 6,965 shares worth $1.35M. The position accounts for 0.18% of the portfolio, ranked #116.

Gibbs Wealth Management first reported a position in UFPT in Q2 2024 and has held it in 8 quarters since. 274 funds tracked by Wall St. Rank hold UFPT as of Q1 2026.

  • Gibbs Wealth Management held 6,965 shares of UFP Technologies worth $1.35M as of Q1 2026.
  • Gibbs Wealth Management bought 3,476 UFP Technologies shares in Q1 2026, an estimated $805K.
  • UFP Technologies made up 0.18% of Gibbs Wealth Management's portfolio in Q1 2026, its #116 holding.
  • Gibbs Wealth Management first reported a position in UFP Technologies in Q2 2024 and has held it in 8 quarters since.
  • 274 funds tracked by Wall St. Rank held UFP Technologies as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.