Steward Partners Investment Advisory
UCTT icon

Steward Partners Investment Advisory’s Ultra Clean Holdings UCTT Stock Holding History

Steward Partners Investment Advisory’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 		$34.2K Sell
240
-22
-8% -$1.94K ﹤0.01% 3159
2026
Q1 		$16.3K Hold
262
– – ﹤0.01% 3326
2025
Q4 		$6.64K Buy
262
+170
+185% +$4.52K ﹤0.01% 3602
2025
Q3 		$2.51K Sell
92
-60
-39% -$1.48K ﹤0.01% 3863
2025
Q2 		$3.43K Buy
152
+22
+17% +$452 ﹤0.01% 3594
2025
Q1 		$2.78K Buy
+130
New +$4.15K ﹤0.01% 3563
2024
Q4 		– Sell
-1,844
Closed -$73.6K – 4098
2024
Q3 		$73.6K Buy
+1,844
New +$75.6K ﹤0.01% 2035

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 $3.38T AUM 44.17% 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
Driehaus Capital Management
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

Steward Partners Investment Advisory's UCTT Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Ultra Clean Holdings (UCTT) stake by 8.4% in Q2 2026, selling an estimated $1.94K and leaving 240 shares worth $34.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3159.

Steward Partners Investment Advisory first reported a position in UCTT in Q3 2024 and has held it in 7 quarters since. The position peaked at $73.6K in Q3 2024. 438 funds tracked by Wall St. Rank hold UCTT as of Q2 2026.

  • Steward Partners Investment Advisory held 240 shares of Ultra Clean Holdings worth $34.2K as of Q2 2026.
  • Steward Partners Investment Advisory sold 22 Ultra Clean Holdings shares in Q2 2026, an estimated $1.94K.
  • Ultra Clean Holdings made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3159 holding.
  • Steward Partners Investment Advisory first reported a position in Ultra Clean Holdings in Q3 2024 and has held it in 7 quarters since.
  • Steward Partners Investment Advisory's Ultra Clean Holdings position peaked at $73.6K in Q3 2024.
  • 438 funds tracked by Wall St. Rank held Ultra Clean Holdings as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.