Back to UFPT
Creative Planning UFPT Position History
UFP Technologies, Inc.
Quarters held
18
Latest value
$1.1M
Q3 2026
Peak value
$7.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.8M |
| Q3 2025 | $78K |
| Q3 2025 | $9K |
| Q3 2025 | $2.2M |
| Q4 2025 | $2.8M |
| Q4 2025 | $3.4M |
| Q1 2026 | $7.9M |
| Q1 2026 | $3M |
| Q1 2026 | $209K |
| Q2 2026 | $8K |
| Q2 2026 | $4.1M |
| Q2 2026 | $3K |
| Q2 2026 | $661K |
| Q3 2026 | $8K |
| Q3 2026 | $5M |
| Q3 2026 | $1.3M |
| Q3 2026 | $4K |
| Q3 2026 | $1.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.1M | 3.6K | — | — |
| Q3 2026 | $4K | 13 | — | — |
| Q3 2026 | $1.3M | 30.9K | — | — |
| Q3 2026 | $5M | 139.7K | — | — |
| Q3 2026 | $8K | 220 | — | — |
| Q2 2026 | $661K | 2.5K | — | — |
| Q2 2026 | $3K | 10 | — | — |
| Q2 2026 | $4.1M | 117.7K | — | — |
| Q2 2026 | $8K | 220 | — | — |
| Q1 2026 | $209K | 1.1K | — | — |
| Q1 2026 | $3M | 81.2K | — | — |
| Q1 2026 | $7.9M | 169.0K | — | — |
| Q4 2025 | $3.4M | 107.4K | — | — |
| Q4 2025 | $2.8M | 73.8K | — | — |
| Q3 2025 | $2.2M | 64.7K | — | — |
| Q3 2025 | $9K | 257 | — | — |
| Q3 2025 | $78K | 2.3K | — | — |
| Q3 2025 | $1.8M | 53.6K | — | — |
Other funds holding UFPT
$648.6M
$630.5M
$630.5M
$530.1M
$498.8M
$498.7M
$304.4M
$301.9M