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GeoWealth Management’s Ultra Clean Holdings UCTT Stock Holding History

GeoWealth 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
2025
Q1 		– Sell
-6,127
Closed -$220K – 1751
2024
Q4 		$220K Buy
+6,127
New +$227K 0.01% 731

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $434M AUM 170.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

GeoWealth Management's UCTT Position: Q1 2025 in Review

GeoWealth Management sold out of Ultra Clean Holdings (UCTT) in Q1 2025, closing a stake of 6,127 shares — an estimated $220K sold.

GeoWealth Management first reported a position in UCTT in Q4 2024 and held it in 1 quarter. The position peaked at $220K in Q4 2024. 228 funds tracked by Wall St. Rank hold UCTT as of Q1 2025.

  • GeoWealth Management reported no remaining Ultra Clean Holdings position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 6,127 Ultra Clean Holdings shares in Q1 2025, an estimated $220K.
  • GeoWealth Management first reported a position in Ultra Clean Holdings in Q4 2024 and held it in 1 quarter.
  • GeoWealth Management's Ultra Clean Holdings position peaked at $220K in Q4 2024.
  • 228 funds tracked by Wall St. Rank held Ultra Clean Holdings as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.