JWA
UCTT

JFS Wealth Advisors’s Ultra Clean Holdings UCTT Stock Holding History

JFS Wealth 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
Q2 		$999 Buy
+7
New +$616 ﹤0.01% 1808
2025
Q1 		– Sell
-8
Closed -$288 – 1998
2024
Q4 		$288 Hold
8
– – ﹤0.01% 1829
2024
Q3 		$320 Hold
8
– – ﹤0.01% 1840
2024
Q2 		$392 Hold
8
– – ﹤0.01% 1832
2024
Q1 		$368 Buy
8
+1
+14% +$41 ﹤0.01% 1836
2023
Q4 		$239 Buy
7
+1
+17% +$28 ﹤0.01% 1887
2023
Q3 		$179 Sell
6
-5
-45% -$169 ﹤0.01% 1874
2023
Q2 		$424 Sell
11
-1
-8% -$32 ﹤0.01% 1787
2023
Q1 		$398 Hold
12
– – ﹤0.01% 1746
2022
Q4 		$398 Buy
12
+7
+140% +$223 ﹤0.01% 1768
2022
Q3 		$0 Sell
5
-9
-64% -$275 ﹤0.01% 1934
2022
Q2 		$0 Buy
14
+6
+75% +$195 ﹤0.01% 1942
2022
Q1 		$0 Buy
8
+5
+167% +$239 ﹤0.01% 1970
2021
Q4 		$0 Buy
+3
New +$156 ﹤0.01% 1885

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 $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JFS Wealth Advisors's UCTT Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Ultra Clean Holdings (UCTT) in Q2 2026: 7 shares worth $999. The stake represents ﹤0.01% of the portfolio and ranks #1808 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in UCTT as recently as Q4 2024.

JFS Wealth Advisors first reported a position in UCTT in Q4 2021 and has held it in 14 quarters since. 438 funds tracked by Wall St. Rank hold UCTT as of Q2 2026.

  • JFS Wealth Advisors held 7 shares of Ultra Clean Holdings worth $999 as of Q2 2026.
  • Ultra Clean Holdings was a new JFS Wealth Advisors position in Q2 2026.
  • Ultra Clean Holdings made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1808 holding.
  • JFS Wealth Advisors first reported a position in Ultra Clean Holdings in Q4 2021 and has held it in 14 quarters since.
  • 438 funds tracked by Wall St. Rank held Ultra Clean Holdings as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.