AWM
UCTT

AE Wealth Management’s Ultra Clean Holdings UCTT Stock Holding History

AE Wealth Management’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
Q1 		$638K Buy
+10,257
New +$526K ﹤0.01% 995
2022
Q1 		– Sell
-13,155
Closed -$755K – 1815
2021
Q4 		$755K Buy
+13,155
New +$684K 0.01% 1069
2021
Q3 		– Sell
-11,271
Closed -$605K – 1717
2021
Q2 		$605K Buy
11,271
+1,069
+10% +$57.2K 0.01% 1071
2021
Q1 		$592K Sell
10,202
-10,459
-51% -$482K 0.01% 951
2020
Q4 		$644K Sell
20,661
-6,816
-25% -$190K 0.01% 873
2020
Q3 		$590K Buy
+27,477
New +$667K 0.01% 828

Other funds holding UCTT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return