Back to UFPT
Wingate Wealth Advisors, Inc. → UFPT
Wingate Wealth Advisors, Inc. UFPT Position History
UFP Technologies, Inc.
Quarters held
4
Latest value
$3.3M
Q3 2026
Peak value
$3.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.8M |
| Q1 2026 | $2.7M |
| Q2 2026 | $3.2M |
| Q3 2026 | $3.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.3M | 77.3K | — | — |
| Q2 2026 | $3.2M | 77.1K | — | — |
| Q1 2026 | $2.7M | 73.8K | — | — |
| Q4 2025 | $2.8M | 73.8K | — | — |
Other funds holding UFPT
$304.4M
$301.9M
$301.9M
$279.4M
$279.4M
$271.3M
$269.5M
$269.5M