Needham Investment Management’s Ultra Clean Holdings UCTT Stock Holding History

Needham Investment Management’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	–	Sell	-5,000	Closed	-$311K	–	185
2026 Q1	$311K	Sell	5,000 -55,000	-92%	-$2.82M	0.02%	167
2025 Q4	$1.52M	Buy	60,000 +15,000	+33%	+$399K	0.1%	126
2025 Q3	$1.23M	Buy	45,000 +10,000	+29%	+$246K	0.09%	127
2025 Q2	$790K	Buy	+35,000	New	+$718K	0.06%	131
2024 Q1	–	Sell	-57,500	Closed	-$1.96M	–	134
2023 Q4	$1.96M	Buy	57,500 +50,000	+667%	+$1.39M	0.25%	90
2023 Q3	$223K	Buy	+7,500	New	+$253K	0.04%	117
2019 Q4	–	Sell	-102,000	Closed	-$1.49M	–	99
2019 Q3	$1.49M	Sell	102,000 -50,000	-33%	-$694K	0.48%	46
2019 Q2	$2.12M	Buy	152,000 +25,000	+20%	+$319K	0.7%	39
2019 Q1	$1.31M	Sell	127,000 -25,000	-16%	-$268K	0.45%	45
2018 Q4	$1.29M	Sell	152,000 -10,000	-6%	-$97.8K	0.48%	46
2018 Q3	$2.03M	Buy	162,000 +132,000	+440%	+$1.92M	0.61%	44
2018 Q2	$498K	Buy	30,000 +10,000	+50%	+$175K	0.14%	74
2018 Q1	$385K	Buy	+20,000	New	+$422K	0.11%	78
2017 Q2	–	Sell	-15,000	Closed	-$253K	–	105
2017 Q1	$253K	Sell	15,000 -182,500	-92%	-$2.42M	0.07%	101
2016 Q4	$1.92M	Sell	197,500 -197,650	-50%	-$1.8M	0.49%	46
2016 Q3	$2.93M	Buy	395,150 +38,450	+11%	+$252K	0.77%	41
2016 Q2	$2.03M	Buy	356,700 +16,550	+5%	+$91.3K	0.56%	46
2016 Q1	$1.82M	Buy	340,150 +65,150	+24%	+$330K	0.48%	50
2015 Q4	$1.41M	Buy	275,000 +100,000	+57%	+$517K	0.35%	54
2015 Q3	$1M	Buy	175,000 +25,000	+17%	+$165K	0.25%	63
2015 Q2	$935K	Buy	150,000 +75,000	+100%	+$485K	0.2%	72
2015 Q1	$536K	Buy	+75,000	New	+$660K	0.11%	85
2014 Q1	–	Sell	-75,000	Closed	-$752K	–	122
2013 Q4	$752K	Sell	75,000 -194,000	-72%	-$1.75M	0.16%	83
2013 Q3	$1.86M	Sell	269,000 -161,000	-37%	-$1.07M	0.42%	56
2013 Q2	$2.6M	Buy	+430,000	New	+$2.58M	0.61%	44

Other funds holding UCTT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Needham Investment Management's UCTT Position: Q2 2026 in Review

Needham Investment Management sold out of Ultra Clean Holdings (UCTT) in Q2 2026, closing a stake of 5,000 shares — an estimated $311K sold.

Needham Investment Management first reported a position in UCTT in Q2 2013 and held it in 25 quarters. The position peaked at $2.93M in Q3 2016. 438 funds tracked by Wall St. Rank hold UCTT as of Q2 2026.

Needham Investment Management reported no remaining Ultra Clean Holdings position as of Q2 2026 after selling out during the quarter.
Needham Investment Management sold 5,000 Ultra Clean Holdings shares in Q2 2026, an estimated $311K.
Needham Investment Management first reported a position in Ultra Clean Holdings in Q2 2013 and held it in 25 quarters.
Needham Investment Management's Ultra Clean Holdings position peaked at $2.93M in Q3 2016.
438 funds tracked by Wall St. Rank held Ultra Clean Holdings as of Q2 2026.

Based on Needham Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.