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Cyndeo Wealth Partners, LLC → UFPT

Cyndeo Wealth Partners, LLC UFPT Position History

UFP Technologies, Inc.

Quarters held
4
Latest value
$10.4M
Q3 2026
Peak value
$10.4M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$9.8M
Q1 2026$9.1M
Q2 2026$8.9M
Q3 2026$10.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$10.4M292.7K——
Q2 2026$8.9M258.2K——
Q1 2026$9.1M250.8K——
Q4 2025$9.8M262.5K——

Other funds holding UFPT

Other Cyndeo Wealth Partners, LLC positions

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MICROSOFT CORP

$82.5M
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MICROSOFT CORP

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$75.4M
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$72.6M
MSFT

MICROSOFT CORP

$71.8M
MSFT

MICROSOFT CORP

$71.3M
AAPL

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$67.5M
AVGO

BROADCOM INC

$64.5M