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Strategic Wealth Partners’s UFP Technologies UFPT Stock Holding History

Strategic Wealth 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
Q2 		$4.51K Hold
17
– – ﹤0.01% 1075
2026
Q1 		$3.29K Hold
17
– – ﹤0.01% 1106
2025
Q4 		$3.77K Hold
17
– – ﹤0.01% 1109
2025
Q3 		$3.39K Buy
+17
New +$3.74K ﹤0.01% 1104

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

Strategic Wealth Partners's UFPT Position: Q2 2026 in Review

Strategic Wealth Partners held its UFP Technologies (UFPT) position steady in Q2 2026 at 17 shares worth $4.51K. The position accounts for ﹤0.01% of the portfolio, ranked #1075.

Strategic Wealth Partners first reported a position in UFPT in Q3 2025 and has held it in 4 quarters since. 279 funds tracked by Wall St. Rank hold UFPT as of Q2 2026.

  • Strategic Wealth Partners held 17 shares of UFP Technologies worth $4.51K as of Q2 2026.
  • Strategic Wealth Partners left its UFP Technologies share count unchanged in Q2 2026.
  • UFP Technologies made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1075 holding.
  • Strategic Wealth Partners first reported a position in UFP Technologies in Q3 2025 and has held it in 4 quarters since.
  • 279 funds tracked by Wall St. Rank held UFP Technologies as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.