Position in UFPT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$945,983
+$322,785 QoQ
Shares Held
3,568
+10.8% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#111
of 277 holders
Holding Since
Dec 2023
11 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, 2026Peterson Wealth Services holds $6,574,618 across 7 Medical Devices names. UFPT ranks #2 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYK |
Stryker Corp
|
14,341 | $4,515,120 | |
| 2 | UFPT |
Ufp Technologies Inc
This page
|
3,568 | $945,983 | |
| 3 | DXCM |
Dexcom Inc
|
9,341 | $629,116 | |
| 4 | EW |
Edwards Lifesciences Corp
|
3,253 | $294,266 | |
| 5 | ABT |
Abbott Laboratories
|
2,041 | $185,200 | |
| 6 | MDT |
Medtronic plc
|
55 | $4,302 | |
| 7 | STE |
STERIS plc
|
3 | $631 |
All Filings in UFPT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $945,983 | 3,568 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $623,198 | 3,219 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $677,413 | 3,051 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $670,656 | 19,091 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $781,067 | 3,199 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $645,875 | 3,202 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,002,246 | 4,099 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,246,531 | 3,936 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $960,750 | 3,641 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $846,383 | 3,356 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $204,383 | 1,188 | Shares | Sole | 2024-01-31 | |
| No filing history on record for this holder in this stock. | ||||||