Position in UFPT
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,094,985
+$353,692 QoQ
Shares Held
4,130
+7.9% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#107
of 277 holders
Holding Since
Mar 2024
10 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, 2026Portside Wealth Group, LLC holds $6,571,024 across 9 Medical Devices names. UFPT ranks #2 (16.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
|
38,323 | $2,998,007 | |
| 2 | UFPT |
Ufp Technologies Inc
This page
|
4,130 | $1,094,985 | |
| 3 | LIVN |
LivaNova PLC
|
8,816 | $724,939 | |
| 4 | STE |
STERIS plc
|
2,147 | $452,092 | |
| 5 | ABT |
Abbott Laboratories
|
3,877 | $351,798 | |
| 6 | BSX |
Boston Scientific Corp
|
6,161 | $262,950 | |
| 7 | TMDX |
TransMedics Group, Inc.
|
3,599 | $239,044 | |
| 8 | SYK |
Stryker Corp
|
712 | $224,165 |
All Filings in UFPT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,094,985 | 4,130 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $741,293 | 3,829 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $810,853 | 3,652 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $482,832 | 2,419 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $539,349 | 2,209 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $429,238 | 2,128 | Shares | Other | 2025-04-14 | |
| 2024-12-31 | $481,929 | 1,971 | Shares | Other | 2025-04-14 | |
| 2024-09-30 | $593,811 | 1,875 | Shares | Other | 2024-10-31 | |
| 2024-06-30 | $445,412 | 1,688 | Shares | Other | 2024-07-18 | |
| 2024-03-31 | $212,352 | 842 | Shares | Other | 2024-04-17 | |
| No filing history on record for this holder in this stock. | ||||||