GWM
UFPT icon

Gilpin Wealth Management’s UFP Technologies UFPT Stock Holding History

Gilpin 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
Q3 		$297 Hold
1
– – ﹤0.01% 1009
2026
Q2 		$266 Hold
1
– – ﹤0.01% 856
2026
Q1 		$194 Hold
1
– – ﹤0.01% 855
2025
Q4 		$223 Buy
+1
New +$214 ﹤0.01% 627

Other funds holding UFPT

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Gilpin Wealth Management's UFPT Position: Q3 2026 in Review

Gilpin Wealth Management held its UFP Technologies (UFPT) position steady in Q3 2026 at 1 share worth $297. The position accounts for ﹤0.01% of the portfolio, ranked #1009.

Gilpin Wealth Management first reported a position in UFPT in Q4 2025 and has held it in 4 quarters since. 11 funds tracked by Wall St. Rank hold UFPT as of Q3 2026.

  • Gilpin Wealth Management held 1 share of UFP Technologies worth $297 as of Q3 2026.
  • Gilpin Wealth Management left its UFP Technologies share count unchanged in Q3 2026.
  • UFP Technologies made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #1009 holding.
  • Gilpin Wealth Management first reported a position in UFP Technologies in Q4 2025 and has held it in 4 quarters since.
  • 11 funds tracked by Wall St. Rank held UFP Technologies as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.