ZWJ Investment Counsel
UFPT icon

ZWJ Investment Counsel’s UFP Technologies UFPT Stock Holding History

ZWJ Investment Counsel’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
Q3 		$408K Buy
1,374
+70
+5% +$19.7K 0.01% 187
2026
Q2 		$346K Buy
+1,304
New +$283K 0.01% 201

Other funds holding UFPT

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
DCM
Davidson Capital Management Corpus Christi, Texas $604M AUM 18.09% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fulton Bank
Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

ZWJ Investment Counsel's UFPT Position: Q3 2026 in Review

ZWJ Investment Counsel increased its UFP Technologies (UFPT) stake by 5.4% in Q3 2026, buying an estimated $19.7K and bringing the position to 1,374 shares worth $408K. The position accounts for 0.01% of the portfolio, ranked #187.

ZWJ Investment Counsel first reported a position in UFPT in Q2 2026 and has held it in 2 quarters since. 29 funds tracked by Wall St. Rank hold UFPT as of Q3 2026.

  • ZWJ Investment Counsel held 1,374 shares of UFP Technologies worth $408K as of Q3 2026.
  • ZWJ Investment Counsel bought 70 UFP Technologies shares in Q3 2026, an estimated $19.7K.
  • UFP Technologies made up 0.01% of ZWJ Investment Counsel's portfolio in Q3 2026, its #187 holding.
  • ZWJ Investment Counsel first reported a position in UFP Technologies in Q2 2026 and has held it in 2 quarters since.
  • 29 funds tracked by Wall St. Rank held UFP Technologies as of Q3 2026.

Based on ZWJ Investment Counsel's 13F filing for Q3 2026, filed 15 Oct 2026.