RFP
UCTT

Root Financial Partners’s Ultra Clean Holdings UCTT Stock Holding History

Root Financial Partners’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 		– Sell
-17
Closed -$1.06K – 3006
2026
Q1 		$1.06K Buy
+17
New +$871 ﹤0.01% 2597

Other funds holding UCTT

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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

Root Financial Partners's UCTT Position: Q2 2026 in Review

Root Financial Partners sold out of Ultra Clean Holdings (UCTT) in Q2 2026, closing a stake of 17 shares — an estimated $1.06K sold.

Root Financial Partners first reported a position in UCTT in Q1 2026 and held it in 1 quarter. The position peaked at $1.06K in Q1 2026. 438 funds tracked by Wall St. Rank hold UCTT as of Q2 2026.

  • Root Financial Partners reported no remaining Ultra Clean Holdings position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 17 Ultra Clean Holdings shares in Q2 2026, an estimated $1.06K.
  • Root Financial Partners first reported a position in Ultra Clean Holdings in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Ultra Clean Holdings position peaked at $1.06K in Q1 2026.
  • 438 funds tracked by Wall St. Rank held Ultra Clean Holdings as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.