True Wealth Design’s UFP Technologies UFPT Stock Holding History

True Wealth Design’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 Q3	–	Sell	-1	Closed	-$245	–	2889
2025 Q2	$245	Hold	1	–	–	﹤0.01%	2010
2025 Q1	$202	Buy	+1	New	+$242	﹤0.01%	1957

Other funds holding UFPT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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 New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

True Wealth Design's UFPT Position: Q3 2025 in Review

True Wealth Design sold out of UFP Technologies (UFPT) in Q3 2025, closing a stake of 1 share — an estimated $245 sold.

True Wealth Design first reported a position in UFPT in Q1 2025 and held it in 2 quarters. The position peaked at $245 in Q2 2025. 275 funds tracked by Wall St. Rank hold UFPT as of Q3 2025.

True Wealth Design reported no remaining UFP Technologies position as of Q3 2025 after selling out during the quarter.
True Wealth Design sold 1 UFP Technologies share in Q3 2025, an estimated $245.
True Wealth Design first reported a position in UFP Technologies in Q1 2025 and held it in 2 quarters.
True Wealth Design's UFP Technologies position peaked at $245 in Q2 2025.
275 funds tracked by Wall St. Rank held UFP Technologies as of Q3 2025.

Based on True Wealth Design's 13F filing for Q3 2025, filed 21 Oct 2025.