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Peterson Wealth Services’s UFP Technologies UFPT Stock Holding History

Peterson Wealth Services’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 		$623K Buy
3,219
+168
+6% +$38.9K 0.15% 86
2025
Q4 		$677K Sell
3,051
-16,040
-84% -$3.44M 0.17% 78
2025
Q3 		$671K Buy
19,091
+15,892
+497% +$3.5M 0.17% 84
2025
Q2 		$781K Sell
3,199
-3
-0.1% -$675 0.21% 71
2025
Q1 		$646K Sell
3,202
-897
-22% -$217K 0.2% 71
2024
Q4 		$1M Buy
4,099
+163
+4% +$47.4K 0.3% 66
2024
Q3 		$1.25M Buy
3,936
+295
+8% +$94K 0.4% 58
2024
Q2 		$961K Buy
3,641
+285
+8% +$70.4K 0.34% 59
2024
Q1 		$846K Buy
3,356
+2,168
+182% +$412K 0.31% 62
2023
Q4 		$204K Buy
+1,188
New +$192K 0.09% 101

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
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Peterson Wealth Services's UFPT Position: Q1 2026 in Review

Peterson Wealth Services increased its UFP Technologies (UFPT) stake by 5.5% in Q1 2026, buying an estimated $38.9K and bringing the position to 3,219 shares worth $623K. The position accounts for 0.15% of the portfolio, ranked #86.

Peterson Wealth Services first reported a position in UFPT in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.25M in Q3 2024. 273 funds tracked by Wall St. Rank hold UFPT as of Q1 2026.

  • Peterson Wealth Services held 3,219 shares of UFP Technologies worth $623K as of Q1 2026.
  • Peterson Wealth Services bought 168 UFP Technologies shares in Q1 2026, an estimated $38.9K.
  • UFP Technologies made up 0.15% of Peterson Wealth Services's portfolio in Q1 2026, its #86 holding.
  • Peterson Wealth Services first reported a position in UFP Technologies in Q4 2023 and has held it in 10 quarters since.
  • Peterson Wealth Services's UFP Technologies position peaked at $1.25M in Q3 2024.
  • 273 funds tracked by Wall St. Rank held UFP Technologies as of Q1 2026.

Based on Peterson Wealth Services's 13F filing for Q1 2026, filed 30 Apr 2026.