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 Q2	$946K	Buy	3,568 +349	+11%	+$75.8K	0.21%	83
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 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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Peterson Wealth Services's UFPT Position: Q2 2026 in Review

Peterson Wealth Services increased its UFP Technologies (UFPT) stake by 11% in Q2 2026, buying an estimated $75.8K and bringing the position to 3,568 shares worth $946K. The position accounts for 0.21% of the portfolio, ranked #83.

Peterson Wealth Services first reported a position in UFPT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.25M in Q3 2024. 279 funds tracked by Wall St. Rank hold UFPT as of Q2 2026.

Peterson Wealth Services held 3,568 shares of UFP Technologies worth $946K as of Q2 2026.
Peterson Wealth Services bought 349 UFP Technologies shares in Q2 2026, an estimated $75.8K.
UFP Technologies made up 0.21% of Peterson Wealth Services's portfolio in Q2 2026, its #83 holding.
Peterson Wealth Services first reported a position in UFP Technologies in Q4 2023 and has held it in 11 quarters since.
Peterson Wealth Services's UFP Technologies position peaked at $1.25M in Q3 2024.
279 funds tracked by Wall St. Rank held UFP Technologies as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.