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Venturi Wealth Management’s UFP Technologies UFPT Stock Holding History

Venturi Wealth 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
Q1 		– Sell
-303
Closed -$74.1K – 1750
2024
Q4 		$74.1K Buy
+303
New +$88.2K ﹤0.01% 887

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Venturi Wealth Management's UFPT Position: Q1 2025 in Review

Venturi Wealth Management sold out of UFP Technologies (UFPT) in Q1 2025, closing a stake of 303 shares — an estimated $74.1K sold.

Venturi Wealth Management first reported a position in UFPT in Q4 2024 and held it in 1 quarter. The position peaked at $74.1K in Q4 2024. 283 funds tracked by Wall St. Rank hold UFPT as of Q1 2025.

  • Venturi Wealth Management reported no remaining UFP Technologies position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 303 UFP Technologies shares in Q1 2025, an estimated $74.1K.
  • Venturi Wealth Management first reported a position in UFP Technologies in Q4 2024 and held it in 1 quarter.
  • Venturi Wealth Management's UFP Technologies position peaked at $74.1K in Q4 2024.
  • 283 funds tracked by Wall St. Rank held UFP Technologies as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.