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Foundations Investment Advisors’s Ultra Clean Holdings UCTT Stock Holding History

Foundations Investment 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
-15,609
Closed -$334K – 990
2025
Q1 		$334K Buy
15,609
+9,448
+153% +$302K 0.01% 681
2024
Q4 		$221K Buy
+6,161
New +$228K ﹤0.01% 772

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 $3.38T AUM 44.17% 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

Foundations Investment Advisors's UCTT Position: Q2 2025 in Review

Foundations Investment Advisors sold out of Ultra Clean Holdings (UCTT) in Q2 2025, closing a stake of 15,609 shares — an estimated $334K sold.

Foundations Investment Advisors first reported a position in UCTT in Q4 2024 and held it in 2 quarters. The position peaked at $334K in Q1 2025. 231 funds tracked by Wall St. Rank hold UCTT as of Q2 2025.

  • Foundations Investment Advisors reported no remaining Ultra Clean Holdings position as of Q2 2025 after selling out during the quarter.
  • Foundations Investment Advisors sold 15,609 Ultra Clean Holdings shares in Q2 2025, an estimated $334K.
  • Foundations Investment Advisors first reported a position in Ultra Clean Holdings in Q4 2024 and held it in 2 quarters.
  • Foundations Investment Advisors's Ultra Clean Holdings position peaked at $334K in Q1 2025.
  • 231 funds tracked by Wall St. Rank held Ultra Clean Holdings as of Q2 2025.

Based on Foundations Investment Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.