Back to UFPT
HB Wealth Management, LLC → UFPT
HB Wealth Management, LLC UFPT Position History
UFP Technologies, Inc.
Quarters held
8
Latest value
$683K
Q3 2026
Peak value
$304.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $19.3M |
| Q4 2025 | $287K |
| Q1 2026 | $213.6M |
| Q1 2026 | $319K |
| Q2 2026 | $271.3M |
| Q2 2026 | $559K |
| Q3 2026 | $304.4M |
| Q3 2026 | $683K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $683K | 19.2K | — | — |
| Q3 2026 | $304.4M | 7.32M | — | — |
| Q2 2026 | $559K | 16.2K | — | — |
| Q2 2026 | $271.3M | 6.70M | — | — |
| Q1 2026 | $319K | 8.8K | — | — |
| Q1 2026 | $213.6M | 5.91M | — | — |
| Q4 2025 | $287K | 7.7K | — | — |
| Q4 2025 | $19.3M | 500.9K | — | — |
Other funds holding UFPT
$648.6M
$630.5M
$630.5M
$530.1M
$498.8M
$498.7M
$301.9M
$301.9M