Carson Wealth (CWM LLC)
UCTT icon

Carson Wealth (CWM LLC)’s Ultra Clean Holdings UCTT Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$651K Buy
10,474
+95
+0.9% +$4.87K ﹤0.01% 1825
2025
Q4 		$263K Sell
10,379
-710
-6% -$18.9K ﹤0.01% 2340
2025
Q3 		$302K Sell
11,089
-480
-4% -$11.8K ﹤0.01% 2136
2025
Q2 		$261K Buy
11,569
+6,844
+145% +$140K ﹤0.01% 1958
2025
Q1 		$101K Buy
4,725
+1,064
+29% +$34K ﹤0.01% 2420
2024
Q4 		$132K Buy
3,661
+1,227
+50% +$45.4K ﹤0.01% 2102
2024
Q3 		$97K Buy
2,434
+1,634
+204% +$67K ﹤0.01% 2211
2024
Q2 		$39K Buy
800
+253
+46% +$11.4K ﹤0.01% 2646
2024
Q1 		$25K Sell
547
-387
-41% -$15.7K ﹤0.01% 2763
2023
Q4 		$32K Sell
934
-467
-33% -$13K ﹤0.01% 2479
2023
Q3 		$42K Sell
1,401
-127
-8% -$4.28K ﹤0.01% 2175
2023
Q2 		$59K Sell
1,528
-3,091
-67% -$99.5K ﹤0.01% 1866
2023
Q1 		$153K Buy
4,619
+4,250
+1,152% +$141K ﹤0.01% 1312
2022
Q4 		$12K Buy
369
+36
+11% +$1.15K ﹤0.01% 2723
2022
Q3 		$9K Sell
333
-599
-64% -$18.3K ﹤0.01% 2771
2022
Q2 		$28K Buy
932
+694
+292% +$22.5K ﹤0.01% 1933
2022
Q1 		$10K Buy
238
+115
+93% +$5.5K ﹤0.01% 2500
2021
Q4 		$7K Buy
+123
New +$6.4K ﹤0.01% 2578
2021
Q2 		$4K Hold
81
– – ﹤0.01% 2473
2021
Q1 		$4K Hold
81
– – ﹤0.01% 2473
2020
Q4 		$4K Hold
81
– – ﹤0.01% 2472
2020
Q3 		$4K Hold
81
– – ﹤0.01% 2472
2020
Q2 		$4K Hold
81
– – ﹤0.01% 2472
2020
Q1 		$4K Hold
81
– – ﹤0.01% 2472
2019
Q4 		$4K Hold
81
– – ﹤0.01% 2471
2019
Q3 		$4K Hold
81
– – ﹤0.01% 2471
2019
Q2 		$4K Hold
81
– – ﹤0.01% 2470
2019
Q1 		$4K Buy
+81
New +$869 ﹤0.01% 2467

Other funds holding UCTT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 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

Carson Wealth (CWM LLC)'s UCTT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Ultra Clean Holdings (UCTT) stake by 0.92% in Q1 2026, buying an estimated $4.87K and bringing the position to 10,474 shares worth $651K. The position accounts for ﹤0.01% of the portfolio, ranked #1825.

Carson Wealth (CWM LLC) first reported a position in UCTT in Q1 2019 and has held it in 28 quarters since. 331 funds tracked by Wall St. Rank hold UCTT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 10,474 shares of Ultra Clean Holdings worth $651K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 95 Ultra Clean Holdings shares in Q1 2026, an estimated $4.87K.
  • Ultra Clean Holdings made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1825 holding.
  • Carson Wealth (CWM LLC) first reported a position in Ultra Clean Holdings in Q1 2019 and has held it in 28 quarters since.
  • 331 funds tracked by Wall St. Rank held Ultra Clean Holdings as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.