Rothwell Investment Advisors, LLC’s Ultra Clean Holdings UCTT Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio UCTT Stock Details UCTT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$121K	Buy	+1,490	New	+$124K	0.06%	252

Other funds holding UCTT

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Dana Investment Advisors Waukesha, Wisconsin $3.69B AUM 30.1% 1-Year Est. Return

Rothwell Investment Advisors, LLC's UCTT Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Ultra Clean Holdings (UCTT) in Q3 2026: 1,490 shares worth $121K. The stake represents 0.06% of the portfolio and ranks #252 among its holdings.

151 funds tracked by Wall St. Rank hold UCTT as of Q3 2026.

Rothwell Investment Advisors, LLC held 1,490 shares of Ultra Clean Holdings worth $121K as of Q3 2026.
Ultra Clean Holdings was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Ultra Clean Holdings made up 0.06% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #252 holding.
151 funds tracked by Wall St. Rank held Ultra Clean Holdings as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.