True Wealth Design
UCTT icon

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
Q3 		$15.4K Buy
190
+8
+4% +$667 ﹤0.01% 913
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

Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $610M AUM 24.71% 1-Year Est. Return
VMS Asset Management
VMS Asset Management Hong Kong $264M AUM 207.42% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
CCM
Capstone Capital Management Hong Kong $247M AUM 52.45% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

True Wealth Design's UCTT Position: Q3 2026 in Review

True Wealth Design increased its Ultra Clean Holdings (UCTT) stake by 4.4% in Q3 2026, buying an estimated $667 and bringing the position to 190 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #913.

True Wealth Design first reported a position in UCTT in Q3 2024 and has held it in 9 quarters since. The position peaked at $26K in Q2 2026. 67 funds tracked by Wall St. Rank hold UCTT as of Q3 2026.

  • True Wealth Design held 190 shares of Ultra Clean Holdings worth $15.4K as of Q3 2026.
  • True Wealth Design bought 8 Ultra Clean Holdings shares in Q3 2026, an estimated $667.
  • Ultra Clean Holdings made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #913 holding.
  • True Wealth Design first reported a position in Ultra Clean Holdings in Q3 2024 and has held it in 9 quarters since.
  • True Wealth Design's Ultra Clean Holdings position peaked at $26K in Q2 2026.
  • 67 funds tracked by Wall St. Rank held Ultra Clean Holdings as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.