Position in UFPT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$217,671
+$6,717 QoQ
Shares Held
821
-5.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#202
of 277 holders
Holding Since
Sep 2023
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UFPT Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026CreativeOne Wealth, LLC holds $6,039,345 across 7 Medical Devices names. UFPT ranks #7 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PODD |
Insulet Corp
|
10,997 | $1,674,292 | |
| 2 | SYK |
Stryker Corp
|
3,911 | $1,231,338 | |
| 3 | MDT |
Medtronic plc
|
13,581 | $1,062,440 | |
| 4 | ABT |
Abbott Laboratories
|
10,424 | $945,873 | |
| 5 | EW |
Edwards Lifesciences Corp
|
6,890 | $623,269 | |
| 6 | BSX |
Boston Scientific Corp
|
6,665 | $284,462 | |
| 7 | UFPT |
Ufp Technologies Inc
This page
|
821 | $217,671 |
All Filings in UFPT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $217,671 | 821 | Shares | Other | 2026-08-13 | |
| 2025-06-30 | $210,954 | 864 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $202,718 | 1,005 | Shares | Other | 2025-05-14 | |
| 2024-06-30 | $208,984 | 792 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $272,123 | 1,079 | Shares | Other | 2024-05-14 | |
| 2023-09-30 | $215,373 | 1,334 | Shares | Other | 2023-10-17 | |
| No filing history on record for this holder in this stock. | ||||||