CWM
UCTT

CarsonAllaria Wealth Management’s Ultra Clean Holdings UCTT Stock Holding History

CarsonAllaria Wealth Management’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
2025
Q3 		– Sell
-50
Closed -$1.13K – 317
2025
Q2 		$1.13K Hold
50
– – ﹤0.01% 336
2025
Q1 		$1.07K Hold
50
– – ﹤0.01% 344
2024
Q4 		$1.8K Hold
50
– – ﹤0.01% 315
2024
Q3 		$2K Hold
50
– – ﹤0.01% 341
2024
Q2 		$2.45K Hold
50
– – ﹤0.01% 318
2024
Q1 		$2.3K Hold
50
– – ﹤0.01% 328
2023
Q4 		$1.71K Hold
50
– – ﹤0.01% 311
2023
Q3 		$1.48K Hold
50
– – ﹤0.01% 320
2023
Q2 		$1.92K Hold
50
– – ﹤0.01% 318
2023
Q1 		$1.66K Hold
50
– – ﹤0.01% 311
2022
Q4 		$2K Sell
50
-117
-70% -$3.73K ﹤0.01% 291
2022
Q3 		$4K Hold
167
– – ﹤0.01% 249
2022
Q2 		$5K Buy
167
+50
+43% +$1.62K ﹤0.01% 233
2022
Q1 		$5K Hold
117
– – ﹤0.01% 252
2021
Q4 		$7K Buy
+117
New +$6.08K 0.01% 243

Other funds holding UCTT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return