Root Financial Partners
UFPT icon

Root Financial Partners’s UFP Technologies UFPT Stock Holding History

Root Financial Partners’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 		$1.48K Buy
+5
New +$1.41K ﹤0.01% 2776
2026
Q2 		– Sell
-3
Closed -$581 – 3013
2026
Q1 		$581 Buy
+3
New +$695 ﹤0.01% 2815

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Geode Capital Management
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Dimensional Fund Advisors
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Allspring Global Investments
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Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Swedbank
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Principal Financial Group
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Root Financial Partners's UFPT Position: Q3 2026 in Review

Root Financial Partners opened a new position in UFP Technologies (UFPT) in Q3 2026: 5 shares worth $1.48K. The stake represents ﹤0.01% of the portfolio and ranks #2776 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in UFPT as recently as Q1 2026.

Root Financial Partners first reported a position in UFPT in Q1 2026 and has held it in 2 quarters since. 144 funds tracked by Wall St. Rank hold UFPT as of Q3 2026.

  • Root Financial Partners held 5 shares of UFP Technologies worth $1.48K as of Q3 2026.
  • UFP Technologies was a new Root Financial Partners position in Q3 2026.
  • UFP Technologies made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2776 holding.
  • Root Financial Partners first reported a position in UFP Technologies in Q1 2026 and has held it in 2 quarters since.
  • 144 funds tracked by Wall St. Rank held UFP Technologies as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.