Portside Wealth Group
UFPT icon

Portside Wealth Group’s UFP Technologies UFPT Stock Holding History

Portside Wealth Group’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 		$1.27M Buy
4,267
+137
+3% +$38.6K 0.14% 159
2026
Q2 		$1.09M Buy
4,130
+301
+8% +$65.4K 0.13% 174
2026
Q1 		$741K Buy
3,829
+177
+5% +$41K 0.1% 199
2025
Q4 		$811K Buy
3,652
+1,233
+51% +$264K 0.11% 192
2025
Q3 		$483K Buy
2,419
+210
+10% +$46.2K 0.07% 257
2025
Q2 		$539K Buy
2,209
+81
+4% +$18.2K 0.08% 232
2025
Q1 		$429K Buy
2,128
+157
+8% +$38K 0.07% 248
2024
Q4 		$482K Buy
1,971
+96
+5% +$27.9K 0.08% 234
2024
Q3 		$594K Buy
1,875
+187
+11% +$59.6K 0.1% 203
2024
Q2 		$445K Buy
1,688
+846
+100% +$209K 0.09% 228
2024
Q1 		$212K Buy
+842
New +$160K 0.04% 347

Other funds holding UFPT

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Davidson Capital Management
Davidson Capital Management Corpus Christi, Texas $604M AUM 18.09% 1-Year Est. Return
Chatham Capital Group
Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return
Isthmus Partners
Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
GWM
Gibbs Wealth Management Alpharetta, Georgia $955M AUM 18.67% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Portside Wealth Group's UFPT Position: Q3 2026 in Review

Portside Wealth Group increased its UFP Technologies (UFPT) stake by 3.3% in Q3 2026, buying an estimated $38.6K and bringing the position to 4,267 shares worth $1.27M. The position accounts for 0.14% of the portfolio, ranked #159.

Portside Wealth Group first reported a position in UFPT in Q1 2024 and has held it in 11 quarters since. 55 funds tracked by Wall St. Rank hold UFPT as of Q3 2026.

  • Portside Wealth Group held 4,267 shares of UFP Technologies worth $1.27M as of Q3 2026.
  • Portside Wealth Group bought 137 UFP Technologies shares in Q3 2026, an estimated $38.6K.
  • UFP Technologies made up 0.14% of Portside Wealth Group's portfolio in Q3 2026, its #159 holding.
  • Portside Wealth Group first reported a position in UFP Technologies in Q1 2024 and has held it in 11 quarters since.
  • 55 funds tracked by Wall St. Rank held UFP Technologies as of Q3 2026.

Based on Portside Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.