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Triangle Securities Wealth Management → UFPT

Triangle Securities Wealth Management UFPT Position History

UFP Technologies, Inc.

Quarters held
5
Latest value
$14.7M
Q3 2026
Peak value
$14.7M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$2.3M
Q4 2025$4.5M
Q1 2026$4.4M
Q2 2026$5.4M
Q3 2026$14.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$14.7M342.2K——
Q2 2026$5.4M129.8K——
Q1 2026$4.4M121.9K——
Q4 2025$4.5M117.7K——
Q3 2025$2.3M63.0K——

Other funds holding UFPT

Other Triangle Securities Wealth Management positions

SCHW-PJ

SCHWAB STRATEGIC TR

$19.6M
VGES

VANGUARD WORLD FD

$19.1M
VGES

VANGUARD WORLD FD

$18.7M
SCHW-PJ

SCHWAB STRATEGIC TR

$18M
SCHW-PJ

SCHWAB STRATEGIC TR

$16.5M
SCHW-PJ

SCHWAB STRATEGIC TR

$15.5M
SCHW-PJ

SCHWAB STRATEGIC TR

$15.3M
VGES

VANGUARD WORLD FD

$15.3M