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 Q2	$898K	Sell	6,300 -3,957	-39%	-$348K	﹤0.01%	956
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AE Wealth Management's UCTT Position: Q2 2026 in Review

AE Wealth Management reduced its Ultra Clean Holdings (UCTT) stake by 39% in Q2 2026, selling an estimated $348K and leaving 6,300 shares worth $898K. The position accounts for ﹤0.01% of the portfolio, ranked #956.

AE Wealth Management first reported a position in UCTT in Q3 2020 and has held it in 7 quarters since. 439 funds tracked by Wall St. Rank hold UCTT as of Q2 2026.

AE Wealth Management held 6,300 shares of Ultra Clean Holdings worth $898K as of Q2 2026.
AE Wealth Management sold 3,957 Ultra Clean Holdings shares in Q2 2026, an estimated $348K.
Ultra Clean Holdings made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #956 holding.
AE Wealth Management first reported a position in Ultra Clean Holdings in Q3 2020 and has held it in 7 quarters since.
439 funds tracked by Wall St. Rank held Ultra Clean Holdings as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.