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 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

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

Avidian Wealth Enterprises's UCTT Position: Q2 2026 in Review

Avidian Wealth Enterprises opened a new position in Ultra Clean Holdings (UCTT) in Q2 2026: 2,412 shares worth $344K. The stake represents 0.01% of the portfolio and ranks #560 among its holdings. This is a return to the name: Avidian Wealth Enterprises previously reported a position in UCTT as recently as Q3 2023.

Avidian Wealth Enterprises first reported a position in UCTT in Q4 2021 and has held it in 9 quarters since. The position peaked at $518K in Q4 2021. 439 funds tracked by Wall St. Rank hold UCTT as of Q2 2026.

Avidian Wealth Enterprises held 2,412 shares of Ultra Clean Holdings worth $344K as of Q2 2026.
Ultra Clean Holdings was a new Avidian Wealth Enterprises position in Q2 2026.
Ultra Clean Holdings made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #560 holding.
Avidian Wealth Enterprises first reported a position in Ultra Clean Holdings in Q4 2021 and has held it in 9 quarters since.
Avidian Wealth Enterprises's Ultra Clean Holdings position peaked at $518K in Q4 2021.
439 funds tracked by Wall St. Rank held Ultra Clean Holdings as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.