Spire Wealth Management’s Ultra Clean Holdings UCTT Stock Holding History

Spire Wealth Management’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	$892	Hold	11	–	–	﹤0.01%	2127
2026 Q2	$1.57K	Buy	+11	New	+$968	﹤0.01%	2057
2025 Q1	–	Sell	-92	Closed	-$3.31K	–	2577
2024 Q4	$3.31K	Buy	+92	New	+$3.4K	﹤0.01%	2144
2024 Q2	–	Sell	-249	Closed	-$11.4K	–	2390
2024 Q1	$11.4K	Buy	+249	New	+$10.1K	﹤0.01%	1674
2023 Q4	–	Sell	-100	Closed	-$2.97K	–	2464
2023 Q3	$2.97K	Buy	+100	New	+$3.37K	﹤0.01%	2051
2022 Q3	–	Sell	-1,151	Closed	-$34K	–	2591
2022 Q2	$34K	Buy	+1,151	New	+$37.3K	﹤0.01%	1458
2022 Q1	–	Sell	-3,156	Closed	-$181K	–	2871
2021 Q4	$181K	Buy	+3,156	New	+$164K	﹤0.01%	1137
2021 Q3	–	Sell	-20	Closed	-$1K	–	2651
2021 Q2	$1K	Sell	20 -14,691	-100%	-$786K	﹤0.01%	2553
2021 Q1	$838K	Buy	+14,711	New	+$677K	0.02%	499

Other funds holding UCTT

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 31.32% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Spire Wealth Management's UCTT Position: Q3 2026 in Review

Spire Wealth Management held its Ultra Clean Holdings (UCTT) position steady in Q3 2026 at 11 shares worth $892. The position accounts for ﹤0.01% of the portfolio, ranked #2127.

Spire Wealth Management first reported a position in UCTT in Q1 2021 and has held it in 9 quarters since. The position peaked at $838K in Q1 2021. 196 funds tracked by Wall St. Rank hold UCTT as of Q3 2026.

Spire Wealth Management held 11 shares of Ultra Clean Holdings worth $892 as of Q3 2026.
Spire Wealth Management left its Ultra Clean Holdings share count unchanged in Q3 2026.
Ultra Clean Holdings made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #2127 holding.
Spire Wealth Management first reported a position in Ultra Clean Holdings in Q1 2021 and has held it in 9 quarters since.
Spire Wealth Management's Ultra Clean Holdings position peaked at $838K in Q1 2021.
196 funds tracked by Wall St. Rank held Ultra Clean Holdings as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.