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Golden State Wealth Management’s UFP Technologies UFPT Stock Holding History

Golden State 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
Q2 		$795 Hold
3
– – ﹤0.01% 1501
2026
Q1 		$581 Hold
3
– – ﹤0.01% 1507
2025
Q4 		$666 Hold
3
– – ﹤0.01% 1562
2025
Q3 		$599 Buy
+3
New +$660 ﹤0.01% 1556

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CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Golden State Wealth Management's UFPT Position: Q2 2026 in Review

Golden State Wealth Management held its UFP Technologies (UFPT) position steady in Q2 2026 at 3 shares worth $795. The position accounts for ﹤0.01% of the portfolio, ranked #1501.

Golden State Wealth Management first reported a position in UFPT in Q3 2025 and has held it in 4 quarters since. 279 funds tracked by Wall St. Rank hold UFPT as of Q2 2026.

  • Golden State Wealth Management held 3 shares of UFP Technologies worth $795 as of Q2 2026.
  • Golden State Wealth Management left its UFP Technologies share count unchanged in Q2 2026.
  • UFP Technologies made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1501 holding.
  • Golden State Wealth Management first reported a position in UFP Technologies in Q3 2025 and has held it in 4 quarters since.
  • 279 funds tracked by Wall St. Rank held UFP Technologies as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.