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UFP Technologies shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of UFP Technologies (UFPT) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / investment in UFP Technologies

Tip: Access up to 7 years of quarterly data

All positions including UFP Technologies held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UFP Technologies by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2025-06-30 $11M 46k 244.16
2025-03-31 $8.9M 44k 201.71
2024-12-31 $9.9M 41k 244.51
2024-09-30 $13M 40k 316.70
2024-03-31 $8.7M 35k 252.20
2023-12-31 $1.9M 11k 172.04
2023-09-30 $1.7M 11k 161.45
2023-06-30 $1.9M 9.6k 193.85

More positions owned by Congress Wealth Management LLC / DE /

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Apple (AAPL)
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NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Financial (XLF)
Meta Platforms Cl A (META)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Janus Detroit Str Tr Henderson Securi (JSI)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Select Sector Spdr Tr Communication (XLC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Broadcom (AVGO)
Visa Com Cl A (V)

View all positions for Congress Wealth Management LLC / DE /

Top funds holding UFP Technologies

BlackRock
Daniel D. Thurber
Vanguard Group
Congress Asset Management
Neuberger Berman Group
State Street Corporation
American Century Companies
Btim
Renaissance Technologies
Swedbank AB
Geode Capital Management
Massachusetts Financial Services
Brown Capital Management
Dimensional Fund Advisors
Geneva Capital Management

View all funds holding UFP Technologies