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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 $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
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return