GRP
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Global Retirement Partners’s UFP Technologies UFPT Stock Holding History

Global Retirement Partners’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
2025
Q4 		$27.5K Buy
+124
New +$26.6K ﹤0.01% 2722
2024
Q4 		$1.96K Sell
8
-2
-20% -$582 ﹤0.01% 3080
2024
Q3 		$3.17K Hold
10
– – ﹤0.01% 2767
2024
Q2 		$2.64K Hold
10
– – ﹤0.01% 2863
2024
Q1 		$2.52K Sell
10
-1
-9% -$190 ﹤0.01% 2658
2023
Q4 		$1.84K Sell
11
-3
-21% -$486 ﹤0.01% 2711
2023
Q3 		$2.33K Hold
14
– – ﹤0.01% 2480
2023
Q2 		$2.71K Buy
+14
New +$2.17K ﹤0.01% 2424

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Global Retirement Partners's UFPT Position: Q4 2025 in Review

Global Retirement Partners opened a new position in UFP Technologies (UFPT) in Q4 2025: 124 shares worth $27.5K. The stake represents ﹤0.01% of the portfolio and ranks #2722 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in UFPT as recently as Q4 2024.

Global Retirement Partners first reported a position in UFPT in Q2 2023 and has held it in 8 quarters since. 270 funds tracked by Wall St. Rank hold UFPT as of Q4 2025.

  • Global Retirement Partners held 124 shares of UFP Technologies worth $27.5K as of Q4 2025.
  • UFP Technologies was a new Global Retirement Partners position in Q4 2025.
  • UFP Technologies made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2722 holding.
  • Global Retirement Partners first reported a position in UFP Technologies in Q2 2023 and has held it in 8 quarters since.
  • 270 funds tracked by Wall St. Rank held UFP Technologies as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.