GFPC
UCTT

Global Financial Private Client’s Ultra Clean Holdings UCTT Stock Holding History

Global Financial Private Client’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
-3
Closed -$64 – 1508
2025
Q1 		$64 Buy
3
+2
+200% +$64 ﹤0.01% 1635
2024
Q4 		$36 Buy
+1
New +$37 ﹤0.01% 1618

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 $3.37T AUM 44.26% 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

Global Financial Private Client's UCTT Position: Q2 2025 in Review

Global Financial Private Client sold out of Ultra Clean Holdings (UCTT) in Q2 2025, closing a stake of 3 shares — an estimated $64 sold.

Global Financial Private Client first reported a position in UCTT in Q4 2024 and held it in 2 quarters. The position peaked at $64 in Q1 2025. 231 funds tracked by Wall St. Rank hold UCTT as of Q2 2025.

  • Global Financial Private Client reported no remaining Ultra Clean Holdings position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 3 Ultra Clean Holdings shares in Q2 2025, an estimated $64.
  • Global Financial Private Client first reported a position in Ultra Clean Holdings in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Ultra Clean Holdings position peaked at $64 in Q1 2025.
  • 231 funds tracked by Wall St. Rank held Ultra Clean Holdings as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.