IFP Advisors’s Ultra Clean Holdings UCTT Stock Holding History

IFP 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
2026 Q3	$9K	Hold	111	–	–	﹤0.01%	3463
2026 Q2	$15.8K	Hold	111	–	–	﹤0.01%	3120
2026 Q1	$6.9K	Hold	111	–	–	﹤0.01%	3352
2025 Q4	$2.81K	Hold	111	–	–	﹤0.01%	3706
2025 Q3	$3.02K	Sell	111 -485	-81%	-$11.9K	﹤0.01%	3517
2025 Q2	$14.1K	Buy	596 +77	+15%	+$1.58K	﹤0.01%	2729
2025 Q1	$11.1K	Hold	519	–	–	﹤0.01%	2544
2024 Q4	$18.7K	Buy	519 +219	+73%	+$8.1K	﹤0.01%	2282
2024 Q3	$12K	Buy	+300	New	+$12.3K	﹤0.01%	2348
2023 Q1	–	Sell	-385	Closed	-$7K	–	4375
2022 Q4	$7K	Sell	385 -18	-4%	-$574	﹤0.01%	3637
2022 Q3	$8K	Buy	403 +18	+5%	+$551	﹤0.01%	3811
2022 Q2	$7K	Hold	385	–	–	﹤0.01%	3630
2022 Q1	$7K	Buy	+385	New	+$18.4K	﹤0.01%	3627
2021 Q1	–	Sell	-108	Closed	-$4.97K	–	3231
2020 Q4	$3K	Hold	108	–	–	﹤0.01%	2532
2020 Q3	$3K	Sell	108 -25	-19%	-$607	﹤0.01%	2393
2020 Q2	$3K	Buy	+133	New	+$2.53K	﹤0.01%	2296
2017 Q4	–	Sell	-100	Closed	-$3K	–	4096
2017 Q3	$3K	Buy	+100	New	+$2.36K	﹤0.01%	3652

Other funds holding UCTT

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $610M AUM 24.71% 1-Year Est. Return

VMS Asset Management Hong Kong $264M AUM 207.42% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

CCM

Capstone Capital Management Hong Kong $247M AUM 52.45% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

IFP Advisors's UCTT Position: Q3 2026 in Review

IFP Advisors held its Ultra Clean Holdings (UCTT) position steady in Q3 2026 at 111 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #3463.

IFP Advisors first reported a position in UCTT in Q3 2017 and has held it in 17 quarters since. The position peaked at $18.7K in Q4 2024. 81 funds tracked by Wall St. Rank hold UCTT as of Q3 2026.

IFP Advisors held 111 shares of Ultra Clean Holdings worth $9K as of Q3 2026.
IFP Advisors left its Ultra Clean Holdings share count unchanged in Q3 2026.
Ultra Clean Holdings made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3463 holding.
IFP Advisors first reported a position in Ultra Clean Holdings in Q3 2017 and has held it in 17 quarters since.
IFP Advisors's Ultra Clean Holdings position peaked at $18.7K in Q4 2024.
81 funds tracked by Wall St. Rank held Ultra Clean Holdings as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.