NIP
UCTT

Nicholas Investment Partners’s Ultra Clean Holdings UCTT Stock Holding History

Nicholas Investment Partners’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 		$8.6M Buy
60,338
+25,486
+73% +$2.24M 0.48% 79
2026
Q1 		$2.17M Buy
+34,852
New +$1.79M 0.16% 159

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

Nicholas Investment Partners's UCTT Position: Q2 2026 in Review

Nicholas Investment Partners increased its Ultra Clean Holdings (UCTT) stake by 73% in Q2 2026, buying an estimated $2.24M and bringing the position to 60,338 shares worth $8.6M. The position accounts for 0.48% of the portfolio, ranked #79.

Nicholas Investment Partners first reported a position in UCTT in Q1 2026 and has held it in 2 quarters since. 438 funds tracked by Wall St. Rank hold UCTT as of Q2 2026.

  • Nicholas Investment Partners held 60,338 shares of Ultra Clean Holdings worth $8.6M as of Q2 2026.
  • Nicholas Investment Partners bought 25,486 Ultra Clean Holdings shares in Q2 2026, an estimated $2.24M.
  • Ultra Clean Holdings made up 0.48% of Nicholas Investment Partners's portfolio in Q2 2026, its #79 holding.
  • Nicholas Investment Partners first reported a position in Ultra Clean Holdings in Q1 2026 and has held it in 2 quarters since.
  • 438 funds tracked by Wall St. Rank held Ultra Clean Holdings as of Q2 2026.

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