Position in UFPT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$367,470
+$51,128 QoQ
Shares Held
1,386
-15.2% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#174
of 277 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 30%
Shared 0%
None 70%
Common Shares in UFPT Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $3,788,133 across 8 Medical Devices names. UFPT ranks #3 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
|
15,838 | $1,239,006 | |
| 2 | ABT |
Abbott Laboratories
|
7,481 | $678,825 | |
| 3 | UFPT |
Ufp Technologies Inc
This page
|
1,386 | $367,470 | |
| 4 | EW |
Edwards Lifesciences Corp
|
3,832 | $346,642 | |
| 5 | SYK |
Stryker Corp
|
1,087 | $342,231 | |
| 6 | PHG |
Koninklijke Philips NV
|
11,397 | $309,884 | |
| 7 | ZBH |
Zimmer Biomet Holdings, Inc.
|
3,290 | $283,236 | |
| 8 | IRMD |
Iradimed Corp
|
2,311 | $220,839 |
All Filings in UFPT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $367,470 | 1,386 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $316,342 | 1,634 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $331,046 | 1,491 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $232,134 | 1,163 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $239,276 | 980 | Shares | Defined | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||