PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Ultra Clean Holdings UCTT Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 Q4	–	Sell	-4,759	Closed	-$130K	–	604
2025 Q3	$130K	Hold	4,759	–	–	0.04%	188
2025 Q2	$107K	Sell	4,759 -379	-7%	-$7.78K	0.04%	195
2025 Q1	$110K	Buy	5,138 +169	+3%	+$5.4K	0.04%	189
2024 Q4	$179K	Buy	4,969 +3,359	+209%	+$124K	0.07%	140
2024 Q3	$64.3K	Buy	+1,610	New	+$66K	0.03%	196

Other funds holding UCTT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SCM

Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s UCTT Position: Q4 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Ultra Clean Holdings (UCTT) in Q4 2025, closing a stake of 4,759 shares — an estimated $130K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in UCTT in Q3 2024 and held it in 5 quarters. The position peaked at $179K in Q4 2024. 238 funds tracked by Wall St. Rank hold UCTT as of Q4 2025.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Ultra Clean Holdings position as of Q4 2025 after selling out during the quarter.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 4,759 Ultra Clean Holdings shares in Q4 2025, an estimated $130K.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Ultra Clean Holdings in Q3 2024 and held it in 5 quarters.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Ultra Clean Holdings position peaked at $179K in Q4 2024.
238 funds tracked by Wall St. Rank held Ultra Clean Holdings as of Q4 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q4 2025, filed 7 Aug 2026.