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Journey Retirement Planning & Investment Management’s UFP Technologies UFPT Stock Holding History

Journey Retirement Planning & Investment 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
-1,053
Closed -$234K – 234
2025
Q4 		$234K Buy
+1,053
New +$226K 0.05% 230

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Journey Retirement Planning & Investment Management's UFPT Position: Q1 2026 in Review

Journey Retirement Planning & Investment Management sold out of UFP Technologies (UFPT) in Q1 2026, closing a stake of 1,053 shares — an estimated $234K sold.

Journey Retirement Planning & Investment Management first reported a position in UFPT in Q4 2025 and held it in 1 quarter. The position peaked at $234K in Q4 2025. 273 funds tracked by Wall St. Rank hold UFPT as of Q1 2026.

  • Journey Retirement Planning & Investment Management reported no remaining UFP Technologies position as of Q1 2026 after selling out during the quarter.
  • Journey Retirement Planning & Investment Management sold 1,053 UFP Technologies shares in Q1 2026, an estimated $234K.
  • Journey Retirement Planning & Investment Management first reported a position in UFP Technologies in Q4 2025 and held it in 1 quarter.
  • Journey Retirement Planning & Investment Management's UFP Technologies position peaked at $234K in Q4 2025.
  • 273 funds tracked by Wall St. Rank held UFP Technologies as of Q1 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q1 2026, filed 15 May 2026.