Back to UFPT

Crestwood Advisors Group, LLC → UFPT

Crestwood Advisors Group, LLC UFPT Position History

UFP Technologies, Inc.

Quarters held
12
Latest value
$273K
Q3 2026
Peak value
$85.1M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$461K
Q3 2025$41.8M
Q4 2025$489K
Q4 2025$52.6M
Q1 2026$534K
Q1 2026$63.5M
Q2 2026$615K
Q2 2026$81.4M
Q2 2026$252K
Q3 2026$632K
Q3 2026$85.1M
Q3 2026$273K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$273K7.6K——
Q3 2026$85.1M1.99M——
Q3 2026$632K14.8K——
Q2 2026$252K7.3K——
Q2 2026$81.4M1.96M——
Q2 2026$615K14.8K——
Q1 2026$63.5M1.75M——
Q1 2026$534K14.8K——
Q4 2025$52.6M1.37M——
Q4 2025$489K12.7K——
Q3 2025$41.8M1.16M——
Q3 2025$461K12.7K——

Other funds holding UFPT

Other Crestwood Advisors Group, LLC positions

AAPL

APPLE INC COM

$449M
AAPL

APPLE INC COM

$395.8M
ETHA

ISHARES CORE S&P 500 ETF

$386.2M
AAPL

APPLE INC COM

$375M
AAPL

APPLE INC COM

$357.9M
ETHA

ISHARES CORE S&P 500 ETF

$355.5M
AAPL

APPLE INC COM

$353M
MSFT

MICROSOFT CORP COM

$286.1M