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Integrated Wealth Concepts’s UFP Technologies UFPT Stock Holding History

Integrated Wealth Concepts’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 		$41.4K Buy
+156
New +$33.9K ﹤0.01% 3513

Other funds holding UFPT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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

Integrated Wealth Concepts's UFPT Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in UFP Technologies (UFPT) in Q2 2026: 156 shares worth $41.4K. The stake represents ﹤0.01% of the portfolio and ranks #3513 among its holdings.

279 funds tracked by Wall St. Rank hold UFPT as of Q2 2026.

  • Integrated Wealth Concepts held 156 shares of UFP Technologies worth $41.4K as of Q2 2026.
  • UFP Technologies was a new Integrated Wealth Concepts position in Q2 2026.
  • UFP Technologies made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3513 holding.
  • 279 funds tracked by Wall St. Rank held UFP Technologies as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.