EWA
UCTT

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

EverSource 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
2026
Q1 		$44.8K Buy
721
+196
+37% +$10K ﹤0.01% 1980
2025
Q4 		$13.3K Sell
525
-401
-43% -$10.7K ﹤0.01% 2651
2025
Q3 		$25.2K Buy
926
+554
+149% +$13.6K ﹤0.01% 2188
2025
Q2 		$8.4K Buy
372
+334
+879% +$6.86K ﹤0.01% 2923
2025
Q1 		$814 Sell
38
-6
-14% -$192 ﹤0.01% 3301
2024
Q4 		$1.58K Sell
44
-25
-36% -$924 ﹤0.01% 2800
2024
Q3 		$2.75K Buy
69
+29
+73% +$1.19K ﹤0.01% 2432
2024
Q2 		$1.73K Buy
40
+35
+700% +$1.57K ﹤0.01% 2600
2024
Q1 		$209 Buy
+5
New +$203 ﹤0.01% 2798

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