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 Q3	$1.1M	Buy	3,694 +126	+4%	+$35.5K	0.23%	69
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

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.16B AUM 21.47% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Peterson Wealth Services's UFPT Position: Q3 2026 in Review

Peterson Wealth Services increased its UFP Technologies (UFPT) stake by 3.5% in Q3 2026, buying an estimated $35.5K and bringing the position to 3,694 shares worth $1.1M. The position accounts for 0.23% of the portfolio, ranked #69.

Peterson Wealth Services first reported a position in UFPT in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.25M in Q3 2024. 219 funds tracked by Wall St. Rank hold UFPT as of Q3 2026.

Peterson Wealth Services held 3,694 shares of UFP Technologies worth $1.1M as of Q3 2026.
Peterson Wealth Services bought 126 UFP Technologies shares in Q3 2026, an estimated $35.5K.
UFP Technologies made up 0.23% of Peterson Wealth Services's portfolio in Q3 2026, its #69 holding.
Peterson Wealth Services first reported a position in UFP Technologies in Q4 2023 and has held it in 12 quarters since.
Peterson Wealth Services's UFP Technologies position peaked at $1.25M in Q3 2024.
219 funds tracked by Wall St. Rank held UFP Technologies as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.