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Bailard’s Universal Technical Institute UTI Stock Holding History

Bailard’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
Q1 		– Sell
-9,184
Closed -$240K – 837
2025
Q4 		$240K Buy
+9,184
New +$260K 0.01% 661
2024
Q3 		– Sell
-17,200
Closed -$271K – 824
2024
Q2 		$271K Buy
+17,200
New +$258K 0.01% 579
2022
Q2 		– Sell
-12,600
Closed -$112K – 801
2022
Q1 		$112K Buy
+12,600
New +$103K ﹤0.01% 690
2020
Q3 		– Sell
-21,308
Closed -$148K – 618
2020
Q2 		$148K Buy
+21,308
New +$140K 0.01% 464

Other funds holding UTI

CCM
Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Bailard's UTI Position: Q1 2026 in Review

Bailard sold out of Universal Technical Institute (UTI) in Q1 2026, closing a stake of 9,184 shares — an estimated $240K sold.

Bailard first reported a position in UTI in Q2 2020 and held it in 4 quarters. The position peaked at $271K in Q2 2024. 247 funds tracked by Wall St. Rank hold UTI as of Q1 2026.

  • Bailard reported no remaining Universal Technical Institute position as of Q1 2026 after selling out during the quarter.
  • Bailard sold 9,184 Universal Technical Institute shares in Q1 2026, an estimated $240K.
  • Bailard first reported a position in Universal Technical Institute in Q2 2020 and held it in 4 quarters.
  • Bailard's Universal Technical Institute position peaked at $271K in Q2 2024.
  • 247 funds tracked by Wall St. Rank held Universal Technical Institute as of Q1 2026.

Based on Bailard's 13F filing for Q1 2026, filed 11 May 2026.