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
Q2 		$6.41M Buy
44,967
+6,648
+17% +$585K ﹤0.01% 1202
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 – 3963
2014
Q1 		$8K Buy
+602
New +$7.52K ﹤0.01% 2872

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 $3.37T AUM 44.26% 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

Creative Planning's UCTT Position: Q2 2026 in Review

Creative Planning increased its Ultra Clean Holdings (UCTT) stake by 17% in Q2 2026, buying an estimated $585K and bringing the position to 44,967 shares worth $6.41M. The position accounts for ﹤0.01% of the portfolio, ranked #1202.

Creative Planning first reported a position in UCTT in Q1 2014 and has held it in 10 quarters since. 439 funds tracked by Wall St. Rank hold UCTT as of Q2 2026.

  • Creative Planning held 44,967 shares of Ultra Clean Holdings worth $6.41M as of Q2 2026.
  • Creative Planning bought 6,648 Ultra Clean Holdings shares in Q2 2026, an estimated $585K.
  • Ultra Clean Holdings made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1202 holding.
  • Creative Planning first reported a position in Ultra Clean Holdings in Q1 2014 and has held it in 10 quarters since.
  • 439 funds tracked by Wall St. Rank held Ultra Clean Holdings as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.