PWMA
UCTT

Pension & Wealth Management Advisors’s Ultra Clean Holdings UCTT Stock Holding History

Pension & Wealth Management 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
Q4 		– Sell
-4,759
Closed -$130K – 604
2025
Q3 		$130K Hold
4,759
– – 0.04% 188
2025
Q2 		$107K Sell
4,759
-379
-7% -$7.78K 0.04% 195
2025
Q1 		$110K Buy
5,138
+169
+3% +$5.4K 0.04% 189
2024
Q4 		$179K Buy
4,969
+3,359
+209% +$124K 0.07% 140
2024
Q3 		$64.3K Buy
+1,610
New +$66K 0.03% 196

Other funds holding UCTT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Pension & Wealth Management Advisors's UCTT Position: Q4 2025 in Review

Pension & Wealth Management Advisors sold out of Ultra Clean Holdings (UCTT) in Q4 2025, closing a stake of 4,759 shares — an estimated $130K sold.

Pension & Wealth Management Advisors first reported a position in UCTT in Q3 2024 and held it in 5 quarters. The position peaked at $179K in Q4 2024. 238 funds tracked by Wall St. Rank hold UCTT as of Q4 2025.

  • Pension & Wealth Management Advisors reported no remaining Ultra Clean Holdings position as of Q4 2025 after selling out during the quarter.
  • Pension & Wealth Management Advisors sold 4,759 Ultra Clean Holdings shares in Q4 2025, an estimated $130K.
  • Pension & Wealth Management Advisors first reported a position in Ultra Clean Holdings in Q3 2024 and held it in 5 quarters.
  • Pension & Wealth Management Advisors's Ultra Clean Holdings position peaked at $179K in Q4 2024.
  • 238 funds tracked by Wall St. Rank held Ultra Clean Holdings as of Q4 2025.

Based on Pension & Wealth Management Advisors's 13F filing for Q4 2025, filed 7 Aug 2026.