Lido Advisors
UCTT icon

Lido Advisors’s Ultra Clean Holdings UCTT Stock Holding History

Lido 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 		$771K Sell
9,509
-241
-2% -$20.1K ﹤0.01% 1241
2026
Q2 		$1.39M Buy
+9,750
New +$858K ﹤0.01% 948
2025
Q1 		– Sell
-6,337
Closed -$228K – 1609
2024
Q4 		$228K Buy
+6,337
New +$234K ﹤0.01% 1332

Other funds holding UCTT

Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Lido Advisors's UCTT Position: Q3 2026 in Review

Lido Advisors reduced its Ultra Clean Holdings (UCTT) stake by 2.5% in Q3 2026, selling an estimated $20.1K and leaving 9,509 shares worth $771K. The position accounts for ﹤0.01% of the portfolio, ranked #1241.

Lido Advisors first reported a position in UCTT in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.39M in Q2 2026. 234 funds tracked by Wall St. Rank hold UCTT as of Q3 2026.

  • Lido Advisors held 9,509 shares of Ultra Clean Holdings worth $771K as of Q3 2026.
  • Lido Advisors sold 241 Ultra Clean Holdings shares in Q3 2026, an estimated $20.1K.
  • Ultra Clean Holdings made up ﹤0.01% of Lido Advisors's portfolio in Q3 2026, its #1241 holding.
  • Lido Advisors first reported a position in Ultra Clean Holdings in Q4 2024 and has held it in 3 quarters since.
  • Lido Advisors's Ultra Clean Holdings position peaked at $1.39M in Q2 2026.
  • 234 funds tracked by Wall St. Rank held Ultra Clean Holdings as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.