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 Q3	–	Sell	-29,257	Closed	-$1.25M	–	395
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

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Annex Advisory Services's UTI Position: Q3 2026 in Review

Annex Advisory Services sold out of Universal Technical Institute (UTI) in Q3 2026, closing a stake of 29,257 shares — an estimated $1.25M sold.

Annex Advisory Services first reported a position in UTI in Q1 2025 and held it in 6 quarters. The position peaked at $2.25M in Q2 2025. 17 funds tracked by Wall St. Rank hold UTI as of Q3 2026.

Annex Advisory Services reported no remaining Universal Technical Institute position as of Q3 2026 after selling out during the quarter.
Annex Advisory Services sold 29,257 Universal Technical Institute shares in Q3 2026, an estimated $1.25M.
Annex Advisory Services first reported a position in Universal Technical Institute in Q1 2025 and held it in 6 quarters.
Annex Advisory Services's Universal Technical Institute position peaked at $2.25M in Q2 2025.
17 funds tracked by Wall St. Rank held Universal Technical Institute as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.