Rothschild Investment LLC’s UFP Technologies UFPT Stock Holding History

Rothschild Investment LLC’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	$196K	Hold	739	–	–	0.01%	866
2026 Q1	$143K	Hold	739	–	–	0.01%	777
2025 Q4	$164K	Sell	739 -5	-0.7%	-$1.07K	0.01%	686
2025 Q3	$149K	Sell	744 -8	-1%	-$1.76K	0.01%	699
2025 Q2	$184K	Buy	752 +2	+0.3%	+$450	0.01%	529
2025 Q1	$151K	Buy	750 +9	+1%	+$2.18K	0.01%	548
2024 Q4	$181K	Sell	741 -4	-0.5%	-$1.16K	0.01%	525
2024 Q3	$236K	Buy	745 +5	+0.7%	+$1.59K	0.02%	476
2024 Q2	$195K	Buy	740 +1	+0.1%	+$247	0.01%	503
2024 Q1	$186K	Sell	739 -99	-12%	-$18.8K	0.01%	478
2023 Q4	$144K	Buy	+838	New	+$136K	0.01%	472

Other funds holding UFPT

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Rothschild Investment LLC's UFPT Position: Q2 2026 in Review

Rothschild Investment LLC held its UFP Technologies (UFPT) position steady in Q2 2026 at 739 shares worth $196K. The position accounts for 0.01% of the portfolio, ranked #866.

Rothschild Investment LLC first reported a position in UFPT in Q4 2023 and has held it in 11 quarters since. The position peaked at $236K in Q3 2024. 279 funds tracked by Wall St. Rank hold UFPT as of Q2 2026.

Rothschild Investment LLC held 739 shares of UFP Technologies worth $196K as of Q2 2026.
Rothschild Investment LLC left its UFP Technologies share count unchanged in Q2 2026.
UFP Technologies made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #866 holding.
Rothschild Investment LLC first reported a position in UFP Technologies in Q4 2023 and has held it in 11 quarters since.
Rothschild Investment LLC's UFP Technologies position peaked at $236K in Q3 2024.
279 funds tracked by Wall St. Rank held UFP Technologies as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.