PWPS
UCTT

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
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

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

Pinnacle Wealth Planning Services's UCTT Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Ultra Clean Holdings (UCTT) stake by 17% in Q2 2026, selling an estimated $29.3K and leaving 1,595 shares worth $227K. The position accounts for 0.02% of the portfolio, ranked #475.

Pinnacle Wealth Planning Services first reported a position in UCTT in Q4 2020 and has held it in 4 quarters since. 439 funds tracked by Wall St. Rank hold UCTT as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,595 shares of Ultra Clean Holdings worth $227K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 333 Ultra Clean Holdings shares in Q2 2026, an estimated $29.3K.
  • Ultra Clean Holdings made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #475 holding.
  • Pinnacle Wealth Planning Services first reported a position in Ultra Clean Holdings in Q4 2020 and has held it in 4 quarters since.
  • 439 funds tracked by Wall St. Rank held Ultra Clean Holdings as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.