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Moran Wealth Management’s UFP Technologies UFPT Stock Holding History

Moran 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
2025
Q1 		– Sell
-3,207
Closed -$784K – 486
2024
Q4 		$784K Buy
3,207
+299
+10% +$87K 0.03% 317
2024
Q3 		$921K Buy
2,908
+468
+19% +$149K 0.03% 302
2024
Q2 		$644K Buy
2,440
+198
+9% +$48.9K 0.02% 318
2024
Q1 		$565K Buy
2,242
+77
+4% +$14.6K 0.02% 322
2023
Q4 		$372K Buy
2,165
+80
+4% +$13K 0.01% 347
2023
Q3 		$337K Sell
2,085
-28
-1% -$4.9K 0.01% 320
2023
Q2 		$410K Buy
+2,113
New +$327K 0.02% 314

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Moran Wealth Management's UFPT Position: Q1 2025 in Review

Moran Wealth Management sold out of UFP Technologies (UFPT) in Q1 2025, closing a stake of 3,207 shares — an estimated $784K sold.

Moran Wealth Management first reported a position in UFPT in Q2 2023 and held it in 7 quarters. The position peaked at $921K in Q3 2024. 283 funds tracked by Wall St. Rank hold UFPT as of Q1 2025.

  • Moran Wealth Management reported no remaining UFP Technologies position as of Q1 2025 after selling out during the quarter.
  • Moran Wealth Management sold 3,207 UFP Technologies shares in Q1 2025, an estimated $784K.
  • Moran Wealth Management first reported a position in UFP Technologies in Q2 2023 and held it in 7 quarters.
  • Moran Wealth Management's UFP Technologies position peaked at $921K in Q3 2024.
  • 283 funds tracked by Wall St. Rank held UFP Technologies as of Q1 2025.

Based on Moran Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.