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Greenline Wealth Management’s UFP Technologies UFPT Stock Holding History

Greenline 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 		– Sell
-64
Closed -$14.3K – 491
2025
Q4 		$14.3K Buy
+64
New +$13.7K 0.01% 306

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WA
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CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 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 $3.37T AUM 44.26% 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

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

Greenline Wealth Management sold out of UFP Technologies (UFPT) in Q1 2026, closing a stake of 64 shares — an estimated $14.3K sold.

Greenline Wealth Management first reported a position in UFPT in Q4 2025 and held it in 1 quarter. The position peaked at $14.3K in Q4 2025. 273 funds tracked by Wall St. Rank hold UFPT as of Q1 2026.

  • Greenline Wealth Management reported no remaining UFP Technologies position as of Q1 2026 after selling out during the quarter.
  • Greenline Wealth Management sold 64 UFP Technologies shares in Q1 2026, an estimated $14.3K.
  • Greenline Wealth Management first reported a position in UFP Technologies in Q4 2025 and held it in 1 quarter.
  • Greenline Wealth Management's UFP Technologies position peaked at $14.3K in Q4 2025.
  • 273 funds tracked by Wall St. Rank held UFP Technologies as of Q1 2026.

Based on Greenline Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.