TWD
UCTT

True Wealth Design’s Ultra Clean Holdings UCTT Stock Holding History

True Wealth Design’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 		$26K Sell
182
-20
-10% -$1.76K 0.01% 723
2026
Q1 		$12.6K Hold
202
– – ﹤0.01% 900
2025
Q4 		$5.12K Hold
202
– – ﹤0.01% 1076
2025
Q3 		$5.5K Buy
202
+1
+0.5% +$25 ﹤0.01% 1050
2025
Q2 		$4.54K Sell
201
-59
-23% -$1.21K ﹤0.01% 846
2025
Q1 		$5.57K Buy
260
+251
+2,789% +$8.02K ﹤0.01% 652
2024
Q4 		$324 Buy
9
+1
+13% +$37 ﹤0.01% 1157
2024
Q3 		$320 Buy
+8
New +$328 ﹤0.01% 1154

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 $3.37T 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

True Wealth Design's UCTT Position: Q2 2026 in Review

True Wealth Design reduced its Ultra Clean Holdings (UCTT) stake by 9.9% in Q2 2026, selling an estimated $1.76K and leaving 182 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #723.

True Wealth Design first reported a position in UCTT in Q3 2024 and has held it in 8 quarters since. 438 funds tracked by Wall St. Rank hold UCTT as of Q2 2026.

  • True Wealth Design held 182 shares of Ultra Clean Holdings worth $26K as of Q2 2026.
  • True Wealth Design sold 20 Ultra Clean Holdings shares in Q2 2026, an estimated $1.76K.
  • Ultra Clean Holdings made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #723 holding.
  • True Wealth Design first reported a position in Ultra Clean Holdings in Q3 2024 and has held it in 8 quarters since.
  • 438 funds tracked by Wall St. Rank held Ultra Clean Holdings as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.