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BFC Planning, Inc.’s Ultra Clean Holdings UCTT Stock Holding History

BFC Planning, 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
2026
Q2 		$2.71K Sell
19
-16
-46% -$1.41K ﹤0.01% 2903
2026
Q1 		$2.18K Sell
35
-18
-34% -$923 ﹤0.01% 2572
2025
Q4 		$1.34K Hold
53
– – ﹤0.01% 2732
2025
Q3 		$1.44K Hold
53
– – ﹤0.01% 2559
2025
Q2 		$1.2K Sell
53
-28
-35% -$575 ﹤0.01% 2416
2025
Q1 		$1.73K Hold
81
– – ﹤0.01% 2333
2024
Q4 		$2.91K Buy
+81
New +$3K ﹤0.01% 2185

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 $3.38T AUM 44.17% 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 $1.92T AUM 36.1% 1-Year Est. Return
Driehaus Capital Management
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

BFC Planning, Inc.'s UCTT Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Ultra Clean Holdings (UCTT) stake by 46% in Q2 2026, selling an estimated $1.41K and leaving 19 shares worth $2.71K. The position accounts for ﹤0.01% of the portfolio, ranked #2903.

BFC Planning, Inc. first reported a position in UCTT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.91K in Q4 2024. 440 funds tracked by Wall St. Rank hold UCTT as of Q2 2026.

  • BFC Planning, Inc. held 19 shares of Ultra Clean Holdings worth $2.71K as of Q2 2026.
  • BFC Planning, Inc. sold 16 Ultra Clean Holdings shares in Q2 2026, an estimated $1.41K.
  • Ultra Clean Holdings made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2903 holding.
  • BFC Planning, Inc. first reported a position in Ultra Clean Holdings in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Ultra Clean Holdings position peaked at $2.91K in Q4 2024.
  • 440 funds tracked by Wall St. Rank held Ultra Clean Holdings as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.