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Wealthspire Advisors (New York)’s Ultra Clean Holdings UCTT Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-216
Closed -$5.89K – 2775
2025
Q3 		$5.89K Buy
+216
New +$5.31K ﹤0.01% 2258

Other funds holding UCTT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Wealthspire Advisors (New York)'s UCTT Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Ultra Clean Holdings (UCTT) in Q4 2025, closing a stake of 216 shares — an estimated $5.89K sold.

Wealthspire Advisors (New York) first reported a position in UCTT in Q3 2025 and held it in 1 quarter. The position peaked at $5.89K in Q3 2025. 238 funds tracked by Wall St. Rank hold UCTT as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Ultra Clean Holdings position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 216 Ultra Clean Holdings shares in Q4 2025, an estimated $5.89K.
  • Wealthspire Advisors (New York) first reported a position in Ultra Clean Holdings in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Ultra Clean Holdings position peaked at $5.89K in Q3 2025.
  • 238 funds tracked by Wall St. Rank held Ultra Clean Holdings as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.