B. Metzler seel. Sohn & Co’s Universal Technical Institute UTI Stock Holding History

B. Metzler seel. Sohn & Co’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	$1.03M	Sell	24,155 -11,089	-31%	-$426K	0.01%	567
2026 Q1	$1.27M	Buy	35,244 +5,960	+20%	+$188K	0.01%	489
2025 Q4	$765K	Sell	29,284 -8,358	-22%	-$237K	0.01%	582
2025 Q3	$1.23M	Buy	37,642 +870	+2%	+$25.6K	0.01%	502
2025 Q2	$1.25M	Sell	36,772 -3,966	-10%	-$124K	0.01%	489
2025 Q1	$1.05M	Buy	+40,738	New	+$1.1M	0.01%	509

Other funds holding UTI

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

B. Metzler seel. Sohn & Co's UTI Position: Q2 2026 in Review

B. Metzler seel. Sohn & Co reduced its Universal Technical Institute (UTI) stake by 31% in Q2 2026, selling an estimated $426K and leaving 24,155 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #567.

B. Metzler seel. Sohn & Co first reported a position in UTI in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.27M in Q1 2026. 131 funds tracked by Wall St. Rank hold UTI as of Q2 2026.

B. Metzler seel. Sohn & Co held 24,155 shares of Universal Technical Institute worth $1.03M as of Q2 2026.
B. Metzler seel. Sohn & Co sold 11,089 Universal Technical Institute shares in Q2 2026, an estimated $426K.
Universal Technical Institute made up 0.01% of B. Metzler seel. Sohn & Co's portfolio in Q2 2026, its #567 holding.
B. Metzler seel. Sohn & Co first reported a position in Universal Technical Institute in Q1 2025 and has held it in 6 quarters since.
B. Metzler seel. Sohn & Co's Universal Technical Institute position peaked at $1.27M in Q1 2026.
131 funds tracked by Wall St. Rank held Universal Technical Institute as of Q2 2026.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q2 2026, filed 11 Aug 2026.