AssetMark Inc
UTI icon

AssetMark Inc’s Universal Technical Institute UTI Stock Holding History

AssetMark Inc’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
2025
Q4 		– Sell
-102
Closed -$3.32K – 3475
2025
Q3 		$3.32K Buy
+102
New +$3K ﹤0.01% 2477

Other funds holding UTI

CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AssetMark Inc's UTI Position: Q4 2025 in Review

AssetMark Inc sold out of Universal Technical Institute (UTI) in Q4 2025, closing a stake of 102 shares — an estimated $3.32K sold.

AssetMark Inc first reported a position in UTI in Q3 2025 and held it in 1 quarter. The position peaked at $3.32K in Q3 2025. 228 funds tracked by Wall St. Rank hold UTI as of Q4 2025.

  • AssetMark Inc reported no remaining Universal Technical Institute position as of Q4 2025 after selling out during the quarter.
  • AssetMark Inc sold 102 Universal Technical Institute shares in Q4 2025, an estimated $3.32K.
  • AssetMark Inc first reported a position in Universal Technical Institute in Q3 2025 and held it in 1 quarter.
  • AssetMark Inc's Universal Technical Institute position peaked at $3.32K in Q3 2025.
  • 228 funds tracked by Wall St. Rank held Universal Technical Institute as of Q4 2025.

Based on AssetMark Inc's 13F filing for Q4 2025, filed 23 Jan 2026.