Root Financial Partners
UCTT icon

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
Q3 		$1.94K Buy
+24
New +$2K ﹤0.01% 2660
2026
Q2 		– Sell
-17
Closed -$1.06K – 3006
2026
Q1 		$1.06K Buy
+17
New +$871 ﹤0.01% 2597

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Root Financial Partners's UCTT Position: Q3 2026 in Review

Root Financial Partners opened a new position in Ultra Clean Holdings (UCTT) in Q3 2026: 24 shares worth $1.94K. The stake represents ﹤0.01% of the portfolio and ranks #2660 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in UCTT as recently as Q1 2026.

Root Financial Partners first reported a position in UCTT in Q1 2026 and has held it in 2 quarters since. 196 funds tracked by Wall St. Rank hold UCTT as of Q3 2026.

  • Root Financial Partners held 24 shares of Ultra Clean Holdings worth $1.94K as of Q3 2026.
  • Ultra Clean Holdings was a new Root Financial Partners position in Q3 2026.
  • Ultra Clean Holdings made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2660 holding.
  • Root Financial Partners first reported a position in Ultra Clean Holdings in Q1 2026 and has held it in 2 quarters since.
  • 196 funds tracked by Wall St. Rank held Ultra Clean Holdings as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.