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Insight Wealth Strategies’s Ultra Clean Holdings UCTT Stock Holding History

Insight Wealth Strategies’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 		$4.15M Buy
51,199
+3,736
+8% +$312K 0.41% 79
2026
Q2 		$6.15M Buy
+47,463
New +$4.18M 0.6% 56

Other funds holding UCTT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
VAM
VMS Asset Management Hong Kong $264M AUM 207.42% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return

Insight Wealth Strategies's UCTT Position: Q3 2026 in Review

Insight Wealth Strategies increased its Ultra Clean Holdings (UCTT) stake by 7.9% in Q3 2026, buying an estimated $312K and bringing the position to 51,199 shares worth $4.15M. The position accounts for 0.41% of the portfolio, ranked #79.

Insight Wealth Strategies first reported a position in UCTT in Q2 2026 and has held it in 2 quarters since. The position peaked at $6.15M in Q2 2026. 29 funds tracked by Wall St. Rank hold UCTT as of Q3 2026.

  • Insight Wealth Strategies held 51,199 shares of Ultra Clean Holdings worth $4.15M as of Q3 2026.
  • Insight Wealth Strategies bought 3,736 Ultra Clean Holdings shares in Q3 2026, an estimated $312K.
  • Ultra Clean Holdings made up 0.41% of Insight Wealth Strategies's portfolio in Q3 2026, its #79 holding.
  • Insight Wealth Strategies first reported a position in Ultra Clean Holdings in Q2 2026 and has held it in 2 quarters since.
  • Insight Wealth Strategies's Ultra Clean Holdings position peaked at $6.15M in Q2 2026.
  • 29 funds tracked by Wall St. Rank held Ultra Clean Holdings as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.