Creative Planning
UCTT

Creative Planning’s Ultra Clean Holdings UCTT Stock Holding History

Creative Planning’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 		$2.38M Buy
38,319
+9,185
+32% +$471K ﹤0.01% 1762
2025
Q4 		$738K Buy
29,134
+136
+0.5% +$3.62K ﹤0.01% 2524
2025
Q3 		$790K Buy
28,998
+5,861
+25% +$144K ﹤0.01% 2342
2025
Q2 		$522K Buy
23,137
+958
+4% +$19.7K ﹤0.01% 2440
2025
Q1 		$475K Buy
22,179
+6,899
+45% +$220K ﹤0.01% 2334
2024
Q4 		$549K Buy
15,280
+1,600
+12% +$59.2K ﹤0.01% 2135
2024
Q3 		$546K Buy
+13,680
New +$561K ﹤0.01% 2026
2017
Q3 		– Sell
-2,760
Closed -$52K – 3595
2017
Q2 		$52K Buy
+2,760
New +$55.5K ﹤0.01% 2482
2014
Q2 		– Sell
-602
Closed -$8K – 3966
2014
Q1 		$8K Buy
+602
New +$7.52K ﹤0.01% 2872

Other funds holding UCTT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return