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TFC Financial Management’s UFP Technologies UFPT Stock Holding History

TFC Financial 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
2025
Q4 		– Sell
-1
Closed -$200 – 1053
2025
Q3 		$200 Hold
1
– – ﹤0.01% 800
2025
Q2 		$245 Hold
1
– – ﹤0.01% 753
2025
Q1 		$202 Hold
1
– – ﹤0.01% 724
2024
Q4 		$245 Hold
1
– – ﹤0.01% 723
2024
Q3 		$317 Hold
1
– – ﹤0.01% 717
2024
Q2 		$264 Hold
1
– – ﹤0.01% 710
2024
Q1 		$253 Buy
+1
New +$190 ﹤0.01% 708

Other funds holding UFPT

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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 $666B AUM 30.12% 1-Year Est. Return

TFC Financial Management's UFPT Position: Q4 2025 in Review

TFC Financial Management sold out of UFP Technologies (UFPT) in Q4 2025, closing a stake of 1 share — an estimated $200 sold.

TFC Financial Management first reported a position in UFPT in Q1 2024 and held it in 7 quarters. The position peaked at $317 in Q3 2024. 270 funds tracked by Wall St. Rank hold UFPT as of Q4 2025.

  • TFC Financial Management reported no remaining UFP Technologies position as of Q4 2025 after selling out during the quarter.
  • TFC Financial Management sold 1 UFP Technologies share in Q4 2025, an estimated $200.
  • TFC Financial Management first reported a position in UFP Technologies in Q1 2024 and held it in 7 quarters.
  • TFC Financial Management's UFP Technologies position peaked at $317 in Q3 2024.
  • 270 funds tracked by Wall St. Rank held UFP Technologies as of Q4 2025.

Based on TFC Financial Management's 13F filing for Q4 2025, filed 23 Jan 2026.