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BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s UFP Technologies UFPT Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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 		$7.69K Hold
29
– – ﹤0.01% 1635
2026
Q1 		$5.61K Buy
29
+19
+190% +$4.4K ﹤0.01% 1804
2025
Q4 		$2.22K Sell
10
-7
-41% -$1.5K ﹤0.01% 2111
2025
Q3 		$3.39K Buy
17
+10
+143% +$2.2K ﹤0.01% 1945
2025
Q2 		$1.71K Hold
7
– – ﹤0.01% 2046
2025
Q1 		$1.41K Buy
7
+5
+250% +$1.21K ﹤0.01% 2066
2024
Q4 		$489 Buy
+2
New +$582 ﹤0.01% 2034

Other funds holding UFPT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.06% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $765B AUM 28.39% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s UFPT Position: Q2 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held its UFP Technologies (UFPT) position steady in Q2 2026 at 29 shares worth $7.69K. The position accounts for ﹤0.01% of the portfolio, ranked #1635.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in UFPT in Q4 2024 and has held it in 7 quarters since. 282 funds tracked by Wall St. Rank hold UFPT as of Q2 2026.

  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 29 shares of UFP Technologies worth $7.69K as of Q2 2026.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. left its UFP Technologies share count unchanged in Q2 2026.
  • UFP Technologies made up ﹤0.01% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q2 2026, its #1635 holding.
  • BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in UFP Technologies in Q4 2024 and has held it in 7 quarters since.
  • 282 funds tracked by Wall St. Rank held UFP Technologies as of Q2 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q2 2026, filed 30 Oct 2026.