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Annex Advisory Services’s Universal Technical Institute UTI Stock Holding History

Annex Advisory Services’s Portfolio UTI Stock Details UTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.25M Sell
29,257
-707
-2% -$27.2K 0.02% 184
2026
Q1 		$1.08M Sell
29,964
-900
-3% -$28.4K 0.02% 183
2025
Q4 		$806K Sell
30,864
-26,126
-46% -$740K 0.02% 197
2025
Q3 		$1.86M Sell
56,990
-9,445
-14% -$278K 0.04% 134
2025
Q2 		$2.25M Buy
66,435
+21,741
+49% +$682K 0.05% 125
2025
Q1 		$1.15M Buy
+44,694
New +$1.21M 0.03% 153

Other funds holding UTI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
PP
Praetorian PR Rincon, Puerto Rico $314M AUM 48.29% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Annex Advisory Services's UTI Position: Q2 2026 in Review

Annex Advisory Services reduced its Universal Technical Institute (UTI) stake by 2.4% in Q2 2026, selling an estimated $27.2K and leaving 29,257 shares worth $1.25M. The position accounts for 0.02% of the portfolio, ranked #184.

Annex Advisory Services first reported a position in UTI in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.25M in Q2 2025. 263 funds tracked by Wall St. Rank hold UTI as of Q2 2026.

  • Annex Advisory Services held 29,257 shares of Universal Technical Institute worth $1.25M as of Q2 2026.
  • Annex Advisory Services sold 707 Universal Technical Institute shares in Q2 2026, an estimated $27.2K.
  • Universal Technical Institute made up 0.02% of Annex Advisory Services's portfolio in Q2 2026, its #184 holding.
  • Annex Advisory Services first reported a position in Universal Technical Institute in Q1 2025 and has held it in 6 quarters since.
  • Annex Advisory Services's Universal Technical Institute position peaked at $2.25M in Q2 2025.
  • 263 funds tracked by Wall St. Rank held Universal Technical Institute as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.