Avidian Wealth Enterprises
UCTT icon

Avidian Wealth Enterprises’s Ultra Clean Holdings UCTT Stock Holding History

Avidian Wealth Enterprises’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 		– Sell
-2,412
Closed -$344K – 803
2026
Q2 		$344K Buy
+2,412
New +$212K 0.01% 560
2023
Q4 		– Sell
-9,793
Closed -$291K – 431
2023
Q3 		$291K Hold
9,793
– – 0.02% 331
2023
Q2 		$377K Buy
9,793
+3,593
+58% +$116K 0.02% 307
2023
Q1 		$206K Sell
6,200
-1,100
-15% -$36.4K 0.01% 448
2022
Q4 		$242K Sell
7,300
-5,300
-42% -$169K 0.02% 399
2022
Q3 		$324K Buy
12,600
+1,950
+18% +$59.7K 0.02% 308
2022
Q2 		$317K Buy
10,650
+335
+3% +$10.9K 0.02% 340
2022
Q1 		$437K Buy
10,315
+1,288
+14% +$61.6K 0.03% 328
2021
Q4 		$518K Buy
+9,027
New +$470K 0.03% 292

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Vanguard Portfolio Management
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Vanguard Capital Management
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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Avidian Wealth Enterprises's UCTT Position: Q3 2026 in Review

Avidian Wealth Enterprises sold out of Ultra Clean Holdings (UCTT) in Q3 2026, closing a stake of 2,412 shares — an estimated $344K sold.

Avidian Wealth Enterprises first reported a position in UCTT in Q4 2021 and held it in 9 quarters. The position peaked at $518K in Q4 2021. 293 funds tracked by Wall St. Rank hold UCTT as of Q3 2026.

  • Avidian Wealth Enterprises reported no remaining Ultra Clean Holdings position as of Q3 2026 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 2,412 Ultra Clean Holdings shares in Q3 2026, an estimated $344K.
  • Avidian Wealth Enterprises first reported a position in Ultra Clean Holdings in Q4 2021 and held it in 9 quarters.
  • Avidian Wealth Enterprises's Ultra Clean Holdings position peaked at $518K in Q4 2021.
  • 293 funds tracked by Wall St. Rank held Ultra Clean Holdings as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.