MYIA
UCTT

Mount Yale Investment Advisors’s Ultra Clean Holdings UCTT Stock Holding History

Mount Yale Investment 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
2025
Q3 		– Sell
-793
Closed -$17.9K – 1536
2025
Q2 		$17.9K Buy
+793
New +$16.3K ﹤0.01% 1059

Other funds holding UCTT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return

Mount Yale Investment Advisors's UCTT Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Ultra Clean Holdings (UCTT) in Q3 2025, closing a stake of 793 shares — an estimated $17.9K sold.

Mount Yale Investment Advisors first reported a position in UCTT in Q2 2025 and held it in 1 quarter. The position peaked at $17.9K in Q2 2025. 241 funds tracked by Wall St. Rank hold UCTT as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Ultra Clean Holdings position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 793 Ultra Clean Holdings shares in Q3 2025, an estimated $17.9K.
  • Mount Yale Investment Advisors first reported a position in Ultra Clean Holdings in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Ultra Clean Holdings position peaked at $17.9K in Q2 2025.
  • 241 funds tracked by Wall St. Rank held Ultra Clean Holdings as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.