Back to UFPT
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → UFPT
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC UFPT Position History
UFP Technologies, Inc.
Quarters held
14
Latest value
$3.4M
Q3 2026
Peak value
$37.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4.6M |
| Q3 2025 | $1.1M |
| Q3 2025 | $1.2M |
| Q4 2025 | $30.2M |
| Q4 2025 | $977K |
| Q4 2025 | $1.5M |
| Q1 2026 | $17M |
| Q1 2026 | $1.5M |
| Q1 2026 | $1.2M |
| Q2 2026 | $20.3M |
| Q2 2026 | $3M |
| Q3 2026 | $37.2M |
| Q3 2026 | $251K |
| Q3 2026 | $3.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.4M | 100.0K | — | — |
| Q3 2026 | $251K | 877 | — | — |
| Q3 2026 | $37.2M | 852.4K | — | — |
| Q2 2026 | $3M | 89.3K | — | — |
| Q2 2026 | $20.3M | 484.9K | — | — |
| Q1 2026 | $1.2M | 33.3K | — | — |
| Q1 2026 | $1.5M | 32.5K | — | — |
| Q1 2026 | $17M | 465.1K | — | — |
| Q4 2025 | $1.5M | 41.0K | — | — |
| Q4 2025 | $977K | 30.8K | — | — |
| Q4 2025 | $30.2M | 760.4K | — | — |
| Q3 2025 | $1.2M | 37.0K | — | — |
| Q3 2025 | $1.1M | 35.1K | — | — |
| Q3 2025 | $4.6M | 124.1K | — | — |
Other funds holding UFPT
$648.6M
$630.5M
$630.5M
$530.1M
$498.8M
$498.7M
$304.4M
$301.9M