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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
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

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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
KPP
Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Portside Wealth Group's UFPT Position: Q2 2026 in Review

Portside Wealth Group increased its UFP Technologies (UFPT) stake by 7.9% in Q2 2026, buying an estimated $65.4K and bringing the position to 4,130 shares worth $1.09M. The position accounts for 0.13% of the portfolio, ranked #174.

Portside Wealth Group first reported a position in UFPT in Q1 2024 and has held it in 10 quarters since. 21 funds tracked by Wall St. Rank hold UFPT as of Q2 2026.

  • Portside Wealth Group held 4,130 shares of UFP Technologies worth $1.09M as of Q2 2026.
  • Portside Wealth Group bought 301 UFP Technologies shares in Q2 2026, an estimated $65.4K.
  • UFP Technologies made up 0.13% of Portside Wealth Group's portfolio in Q2 2026, its #174 holding.
  • Portside Wealth Group first reported a position in UFP Technologies in Q1 2024 and has held it in 10 quarters since.
  • 21 funds tracked by Wall St. Rank held UFP Technologies as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.