Krilogy Financial
UCTT icon

Krilogy Financial’s Ultra Clean Holdings UCTT Stock Holding History

Krilogy Financial’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 		$237K Sell
3,734
-396
-10% -$33K 0.01% 959
2026
Q2 		$589K Buy
4,130
+121
+3% +$10.6K 0.02% 577
2026
Q1 		$306K Buy
+4,009
New +$205K 0.01% 737

Other funds holding UCTT

Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Insight Wealth Strategies
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
VMS Asset Management Hong Kong $264M AUM 207.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Louisiana State Employees Retirement System
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
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Krilogy Financial's UCTT Position: Q3 2026 in Review

Krilogy Financial reduced its Ultra Clean Holdings (UCTT) stake by 9.6% in Q3 2026, selling an estimated $33K and leaving 3,734 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #959.

Krilogy Financial first reported a position in UCTT in Q1 2026 and has held it in 3 quarters since. The position peaked at $589K in Q2 2026. 78 funds tracked by Wall St. Rank hold UCTT as of Q3 2026.

  • Krilogy Financial held 3,734 shares of Ultra Clean Holdings worth $237K as of Q3 2026.
  • Krilogy Financial sold 396 Ultra Clean Holdings shares in Q3 2026, an estimated $33K.
  • Ultra Clean Holdings made up 0.01% of Krilogy Financial's portfolio in Q3 2026, its #959 holding.
  • Krilogy Financial first reported a position in Ultra Clean Holdings in Q1 2026 and has held it in 3 quarters since.
  • Krilogy Financial's Ultra Clean Holdings position peaked at $589K in Q2 2026.
  • 78 funds tracked by Wall St. Rank held Ultra Clean Holdings as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.