Capital Advisors Ltd
UCTT icon

Capital Advisors Ltd’s Ultra Clean Holdings UCTT Stock Holding History

Capital Advisors Ltd’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 		$0 Hold
5
– – ﹤0.01% 1650
2026
Q2 		$1K Hold
5
– – ﹤0.01% 1315
2026
Q1 		$0 Hold
5
– – ﹤0.01% 1603
2025
Q4 		$0 Hold
5
– – ﹤0.01% 1577
2025
Q3 		$0 Hold
5
– – ﹤0.01% 1557
2025
Q2 		$0 Buy
+5
New +$103 ﹤0.01% 1631

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Vanguard Portfolio Management
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Vanguard Capital Management
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State Street
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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

Capital Advisors Ltd's UCTT Position: Q3 2026 in Review

Capital Advisors Ltd held its Ultra Clean Holdings (UCTT) position steady in Q3 2026 at 5 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1650.

Capital Advisors Ltd first reported a position in UCTT in Q2 2025 and has held it in 6 quarters since. The position peaked at $1K in Q2 2026. 293 funds tracked by Wall St. Rank hold UCTT as of Q3 2026.

  • Capital Advisors Ltd held 5 shares of Ultra Clean Holdings worth $0 as of Q3 2026.
  • Capital Advisors Ltd left its Ultra Clean Holdings share count unchanged in Q3 2026.
  • Ultra Clean Holdings made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q3 2026, its #1650 holding.
  • Capital Advisors Ltd first reported a position in Ultra Clean Holdings in Q2 2025 and has held it in 6 quarters since.
  • Capital Advisors Ltd's Ultra Clean Holdings position peaked at $1K in Q2 2026.
  • 293 funds tracked by Wall St. Rank held Ultra Clean Holdings as of Q3 2026.

Based on Capital Advisors Ltd's 13F filing for Q3 2026, filed 27 Oct 2026.