Capstone Investment Advisors
UCTT

Capstone Investment Advisors’s Ultra Clean Holdings UCTT Stock Holding History

Capstone Investment Advisors’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 		– Sell
-4,114
Closed -$256K – 1916
2026
Q1 		$256K Buy
+4,114
New +$211K ﹤0.01% 1424
2024
Q3 		– Sell
-4,434
Closed -$217K – 2213
2024
Q2 		$217K Buy
+4,434
New +$199K ﹤0.01% 1738

Other funds holding UCTT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capstone Investment Advisors's UCTT Position: Q2 2026 in Review

Capstone Investment Advisors sold out of Ultra Clean Holdings (UCTT) in Q2 2026, closing a stake of 4,114 shares — an estimated $256K sold.

Capstone Investment Advisors first reported a position in UCTT in Q2 2024 and held it in 2 quarters. The position peaked at $256K in Q1 2026. 438 funds tracked by Wall St. Rank hold UCTT as of Q2 2026.

  • Capstone Investment Advisors reported no remaining Ultra Clean Holdings position as of Q2 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 4,114 Ultra Clean Holdings shares in Q2 2026, an estimated $256K.
  • Capstone Investment Advisors first reported a position in Ultra Clean Holdings in Q2 2024 and held it in 2 quarters.
  • Capstone Investment Advisors's Ultra Clean Holdings position peaked at $256K in Q1 2026.
  • 438 funds tracked by Wall St. Rank held Ultra Clean Holdings as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.