FSCM
UCTT

First Sabrepoint Capital Management’s Ultra Clean Holdings UCTT Stock Holding History

First Sabrepoint Capital Management’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 		$9.98M Sell
70,000
-55,000
-44% -$4.84M 3.28% 10
2026
Q1 		$7.77M Buy
+125,000
New +$6.41M 2.82% 17

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

First Sabrepoint Capital Management's UCTT Position: Q2 2026 in Review

First Sabrepoint Capital Management reduced its Ultra Clean Holdings (UCTT) stake by 44% in Q2 2026, selling an estimated $4.84M and leaving 70,000 shares worth $9.98M. The position accounts for 3.28% of the portfolio, ranked #10.

First Sabrepoint Capital Management first reported a position in UCTT in Q1 2026 and has held it in 2 quarters since. 439 funds tracked by Wall St. Rank hold UCTT as of Q2 2026.

  • First Sabrepoint Capital Management held 70,000 shares of Ultra Clean Holdings worth $9.98M as of Q2 2026.
  • First Sabrepoint Capital Management sold 55,000 Ultra Clean Holdings shares in Q2 2026, an estimated $4.84M.
  • Ultra Clean Holdings made up 3.28% of First Sabrepoint Capital Management's portfolio in Q2 2026, its #10 holding.
  • First Sabrepoint Capital Management first reported a position in Ultra Clean Holdings in Q1 2026 and has held it in 2 quarters since.
  • 439 funds tracked by Wall St. Rank held Ultra Clean Holdings as of Q2 2026.

Based on First Sabrepoint Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.