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Riverchase Wealth Management’s UFP Technologies UFPT Stock Holding History

Riverchase Wealth Management’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 		$260K Buy
+979
New +$213K 0.12% 74
2026
Q1 		– Sell
-979
Closed -$217K – 78
2025
Q4 		$217K Sell
979
-170
-15% -$36.4K 0.12% 69
2025
Q3 		$229K Hold
1,149
– – 0.13% 70
2025
Q2 		$281K Hold
1,149
– – 0.18% 59
2025
Q1 		$232K Hold
1,149
– – 0.16% 60
2024
Q4 		$281K Buy
+1,149
New +$334K 0.21% 55

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

Riverchase Wealth Management's UFPT Position: Q2 2026 in Review

Riverchase Wealth Management opened a new position in UFP Technologies (UFPT) in Q2 2026: 979 shares worth $260K. The stake represents 0.12% of the portfolio and ranks #74 among its holdings. This is a return to the name: Riverchase Wealth Management previously reported a position in UFPT as recently as Q4 2025.

Riverchase Wealth Management first reported a position in UFPT in Q4 2024 and has held it in 6 quarters since. The position peaked at $281K in Q4 2024. 279 funds tracked by Wall St. Rank hold UFPT as of Q2 2026.

  • Riverchase Wealth Management held 979 shares of UFP Technologies worth $260K as of Q2 2026.
  • UFP Technologies was a new Riverchase Wealth Management position in Q2 2026.
  • UFP Technologies made up 0.12% of Riverchase Wealth Management's portfolio in Q2 2026, its #74 holding.
  • Riverchase Wealth Management first reported a position in UFP Technologies in Q4 2024 and has held it in 6 quarters since.
  • Riverchase Wealth Management's UFP Technologies position peaked at $281K in Q4 2024.
  • 279 funds tracked by Wall St. Rank held UFP Technologies as of Q2 2026.

Based on Riverchase Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.