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Personal CFO Solutions’s UFP Technologies UFPT Stock Holding History

Personal CFO Solutions’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 		$367K Sell
1,386
-248
-15% -$53.9K 0.05% 334
2026
Q1 		$316K Buy
1,634
+143
+10% +$33.1K 0.04% 360
2025
Q4 		$331K Buy
1,491
+328
+28% +$70.3K 0.05% 334
2025
Q3 		$232K Buy
1,163
+183
+19% +$40.2K 0.04% 445
2025
Q2 		$239K Buy
+980
New +$221K 0.04% 406

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

Personal CFO Solutions's UFPT Position: Q2 2026 in Review

Personal CFO Solutions reduced its UFP Technologies (UFPT) stake by 15% in Q2 2026, selling an estimated $53.9K and leaving 1,386 shares worth $367K. The position accounts for 0.05% of the portfolio, ranked #334.

Personal CFO Solutions first reported a position in UFPT in Q2 2025 and has held it in 5 quarters since. 279 funds tracked by Wall St. Rank hold UFPT as of Q2 2026.

  • Personal CFO Solutions held 1,386 shares of UFP Technologies worth $367K as of Q2 2026.
  • Personal CFO Solutions sold 248 UFP Technologies shares in Q2 2026, an estimated $53.9K.
  • UFP Technologies made up 0.05% of Personal CFO Solutions's portfolio in Q2 2026, its #334 holding.
  • Personal CFO Solutions first reported a position in UFP Technologies in Q2 2025 and has held it in 5 quarters since.
  • 279 funds tracked by Wall St. Rank held UFP Technologies as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.