Pinnacle Wealth Planning Services’s Ultra Clean Holdings UCTT Stock Holding History

Pinnacle Wealth Planning Services’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 Q3	$130K	Buy	1,601 +6	+0.4%	+$500	0.01%	720
2026 Q2	$227K	Sell	1,595 -333	-17%	-$29.3K	0.02%	475
2026 Q1	$120K	Sell	1,928 -266	-12%	-$13.6K	0.01%	706
2025 Q4	$55.6K	Buy	+2,194	New	+$58.4K	0.01%	1123
2021 Q1	–	Sell	-109	Closed	-$3K	–	1839
2020 Q4	$3K	Buy	+109	New	+$3.04K	﹤0.01%	1869

Other funds holding UCTT

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $610M AUM 24.71% 1-Year Est. Return

VMS Asset Management Hong Kong $264M AUM 207.42% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

CCM

Capstone Capital Management Hong Kong $247M AUM 52.45% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Pinnacle Wealth Planning Services's UCTT Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Ultra Clean Holdings (UCTT) stake by 0.38% in Q3 2026, buying an estimated $500 and bringing the position to 1,601 shares worth $130K. The position accounts for 0.01% of the portfolio, ranked #720.

Pinnacle Wealth Planning Services first reported a position in UCTT in Q4 2020 and has held it in 5 quarters since. The position peaked at $227K in Q2 2026. 74 funds tracked by Wall St. Rank hold UCTT as of Q3 2026.

Pinnacle Wealth Planning Services held 1,601 shares of Ultra Clean Holdings worth $130K as of Q3 2026.
Pinnacle Wealth Planning Services bought 6 Ultra Clean Holdings shares in Q3 2026, an estimated $500.
Ultra Clean Holdings made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #720 holding.
Pinnacle Wealth Planning Services first reported a position in Ultra Clean Holdings in Q4 2020 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's Ultra Clean Holdings position peaked at $227K in Q2 2026.
74 funds tracked by Wall St. Rank held Ultra Clean Holdings as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.