Rise Advisors’s Ultra Clean Holdings UCTT Stock Holding History

Rise 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	-46	Closed	-$1.25K	–	1338
2025 Q3	$1.25K	Hold	46	–	–	﹤0.01%	1245
2025 Q2	$1.04K	Buy	+46	New	+$944	﹤0.01%	1276

Other funds holding UCTT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Rise Advisors's UCTT Position: Q4 2025 in Review

Rise Advisors sold out of Ultra Clean Holdings (UCTT) in Q4 2025, closing a stake of 46 shares — an estimated $1.25K sold.

Rise Advisors first reported a position in UCTT in Q2 2025 and held it in 2 quarters. The position peaked at $1.25K in Q3 2025. 238 funds tracked by Wall St. Rank hold UCTT as of Q4 2025.

Rise Advisors reported no remaining Ultra Clean Holdings position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 46 Ultra Clean Holdings shares in Q4 2025, an estimated $1.25K.
Rise Advisors first reported a position in Ultra Clean Holdings in Q2 2025 and held it in 2 quarters.
Rise Advisors's Ultra Clean Holdings position peaked at $1.25K in Q3 2025.
238 funds tracked by Wall St. Rank held Ultra Clean Holdings as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.