Wealth Enhancement Advisory Services
UCTT

Wealth Enhancement Advisory Services’s Ultra Clean Holdings UCTT Stock Holding History

Wealth Enhancement Advisory Services’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 		$981K Sell
9,230
-3,451
-27% -$304K ﹤0.01% 2084
2026
Q1 		$801K Sell
12,681
-544
-4% -$27.9K ﹤0.01% 1955
2025
Q4 		$420K Sell
13,225
-1,897
-13% -$50.5K ﹤0.01% 2621
2025
Q3 		$416K Buy
+15,122
New +$372K ﹤0.01% 2512

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

Wealth Enhancement Advisory Services's UCTT Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Ultra Clean Holdings (UCTT) stake by 27% in Q2 2026, selling an estimated $304K and leaving 9,230 shares worth $981K. The position accounts for ﹤0.01% of the portfolio, ranked #2084.

Wealth Enhancement Advisory Services first reported a position in UCTT in Q3 2025 and has held it in 4 quarters since. 438 funds tracked by Wall St. Rank hold UCTT as of Q2 2026.

  • Wealth Enhancement Advisory Services held 9,230 shares of Ultra Clean Holdings worth $981K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 3,451 Ultra Clean Holdings shares in Q2 2026, an estimated $304K.
  • Ultra Clean Holdings made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2084 holding.
  • Wealth Enhancement Advisory Services first reported a position in Ultra Clean Holdings in Q3 2025 and has held it in 4 quarters since.
  • 438 funds tracked by Wall St. Rank held Ultra Clean Holdings as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.