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Pinnacle Wealth Planning Services’s UFP Technologies UFPT Stock Holding History

Pinnacle Wealth Planning 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 		$20.9K Buy
79
+8
+11% +$1.74K ﹤0.01% 1761
2026
Q1 		$13.7K Sell
71
-58
-45% -$13.4K ﹤0.01% 1881
2025
Q4 		$28.6K Buy
+129
New +$27.6K ﹤0.01% 1542

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

Pinnacle Wealth Planning Services's UFPT Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its UFP Technologies (UFPT) stake by 11% in Q2 2026, buying an estimated $1.74K and bringing the position to 79 shares worth $20.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1761.

Pinnacle Wealth Planning Services first reported a position in UFPT in Q4 2025 and has held it in 3 quarters since. The position peaked at $28.6K in Q4 2025. 279 funds tracked by Wall St. Rank hold UFPT as of Q2 2026.

  • Pinnacle Wealth Planning Services held 79 shares of UFP Technologies worth $20.9K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 8 UFP Technologies shares in Q2 2026, an estimated $1.74K.
  • UFP Technologies made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1761 holding.
  • Pinnacle Wealth Planning Services first reported a position in UFP Technologies in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's UFP Technologies position peaked at $28.6K in Q4 2025.
  • 279 funds tracked by Wall St. Rank held UFP Technologies as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.