OF
UCTT

Optimize Financial’s Ultra Clean Holdings UCTT Stock Holding History

Optimize 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
Q1 		– Sell
-57,359
Closed -$1.45M – 455
2025
Q4 		$1.45M Buy
57,359
+824
+1% +$21.9K 0.73% 23
2025
Q3 		$1.54M Buy
+56,535
New +$1.39M 0.8% 19

Other funds holding UCTT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 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

Optimize Financial's UCTT Position: Q1 2026 in Review

Optimize Financial sold out of Ultra Clean Holdings (UCTT) in Q1 2026, closing a stake of 57,359 shares — an estimated $1.45M sold.

Optimize Financial first reported a position in UCTT in Q3 2025 and held it in 2 quarters. The position peaked at $1.54M in Q3 2025. 331 funds tracked by Wall St. Rank hold UCTT as of Q1 2026.

  • Optimize Financial reported no remaining Ultra Clean Holdings position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 57,359 Ultra Clean Holdings shares in Q1 2026, an estimated $1.45M.
  • Optimize Financial first reported a position in Ultra Clean Holdings in Q3 2025 and held it in 2 quarters.
  • Optimize Financial's Ultra Clean Holdings position peaked at $1.54M in Q3 2025.
  • 331 funds tracked by Wall St. Rank held Ultra Clean Holdings as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.