EWA
UCTT

EP Wealth Advisors’s Ultra Clean Holdings UCTT Stock Holding History

EP Wealth 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
2025
Q2 		– Sell
-9,582
Closed -$205K – 1476
2025
Q1 		$205K Buy
+9,582
New +$306K ﹤0.01% 1121

Other funds holding UCTT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.65B AUM 26.74% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $434M AUM 170.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

EP Wealth Advisors's UCTT Position: Q2 2025 in Review

EP Wealth Advisors sold out of Ultra Clean Holdings (UCTT) in Q2 2025, closing a stake of 9,582 shares — an estimated $205K sold.

EP Wealth Advisors first reported a position in UCTT in Q1 2025 and held it in 1 quarter. The position peaked at $205K in Q1 2025. 231 funds tracked by Wall St. Rank hold UCTT as of Q2 2025.

  • EP Wealth Advisors reported no remaining Ultra Clean Holdings position as of Q2 2025 after selling out during the quarter.
  • EP Wealth Advisors sold 9,582 Ultra Clean Holdings shares in Q2 2025, an estimated $205K.
  • EP Wealth Advisors first reported a position in Ultra Clean Holdings in Q1 2025 and held it in 1 quarter.
  • EP Wealth Advisors's Ultra Clean Holdings position peaked at $205K in Q1 2025.
  • 231 funds tracked by Wall St. Rank held Ultra Clean Holdings as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.