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Summit Wealth Group (Colorado)’s UFP Technologies UFPT Stock Holding History

Summit Wealth Group (Colorado)’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
2025
Q4 		– Sell
-1,242
Closed -$201K – 623
2025
Q3 		$201K Buy
+1,242
New +$273K 0.02% 467

Other funds holding UFPT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Summit Wealth Group (Colorado)'s UFPT Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of UFP Technologies (UFPT) in Q4 2025, closing a stake of 1,242 shares — an estimated $201K sold.

Summit Wealth Group (Colorado) first reported a position in UFPT in Q3 2025 and held it in 1 quarter. The position peaked at $201K in Q3 2025. 270 funds tracked by Wall St. Rank hold UFPT as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining UFP Technologies position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 1,242 UFP Technologies shares in Q4 2025, an estimated $201K.
  • Summit Wealth Group (Colorado) first reported a position in UFP Technologies in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s UFP Technologies position peaked at $201K in Q3 2025.
  • 270 funds tracked by Wall St. Rank held UFP Technologies as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.