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
Q2 		$83.1K Sell
583
-138
-19% -$12.1K ﹤0.01% 1475
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 $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

EverSource Wealth Advisors's UCTT Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Ultra Clean Holdings (UCTT) stake by 19% in Q2 2026, selling an estimated $12.1K and leaving 583 shares worth $83.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1475.

EverSource Wealth Advisors first reported a position in UCTT in Q1 2024 and has held it in 10 quarters since. 438 funds tracked by Wall St. Rank hold UCTT as of Q2 2026.

  • EverSource Wealth Advisors held 583 shares of Ultra Clean Holdings worth $83.1K as of Q2 2026.
  • EverSource Wealth Advisors sold 138 Ultra Clean Holdings shares in Q2 2026, an estimated $12.1K.
  • Ultra Clean Holdings made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1475 holding.
  • EverSource Wealth Advisors first reported a position in Ultra Clean Holdings in Q1 2024 and has held it in 10 quarters since.
  • 438 funds tracked by Wall St. Rank held Ultra Clean Holdings as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.