Bank of Montreal’s Universal Technical Institute UTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.15M | Buy |
26,861
+3,737
| +16% | +$144K | ﹤0.01% | 2017 |
|
|
2026
Q1 | $835K | Buy |
23,124
+1
| +0% | +$32 | ﹤0.01% | 2140 |
|
|
2025
Q4 | $604K | Buy |
23,123
+24
| +0.1% | +$680 | ﹤0.01% | 2217 |
|
|
2025
Q3 | $752K | Sell |
23,099
-634
| -3% | -$18.6K | ﹤0.01% | 2089 |
|
|
2025
Q2 | $804K | Sell |
23,733
-147
| -0.6% | -$4.61K | ﹤0.01% | 2024 |
|
|
2025
Q1 | $613K | Buy |
23,880
+928
| +4% | +$25K | ﹤0.01% | 2069 |
|
|
2024
Q4 | $590K | Hold |
22,952
| – | – | ﹤0.01% | 2135 |
|
|
2024
Q3 | $371K | Sell |
22,952
-2,050
| -8% | -$35.1K | ﹤0.01% | 2621 |
|
|
2024
Q2 | $393K | Hold |
25,002
| – | – | ﹤0.01% | 2562 |
|
|
2024
Q1 | $399K | Buy |
25,002
+2,050
| +9% | +$29.8K | ﹤0.01% | 2593 |
|
|
2023
Q4 | $292K | Hold |
22,952
| – | – | ﹤0.01% | 2877 |
|
|
2023
Q3 | $195K | Hold |
22,952
| – | – | ﹤0.01% | 3075 |
|
|
2023
Q2 | $165K | Sell |
22,952
-1,338
| -6% | -$9.01K | ﹤0.01% | 3289 |
|
|
2023
Q1 | $183K | Buy |
+24,290
| New | +$173K | ﹤0.01% | 3058 |
|
|
2021
Q2 | – | Sell |
-23,925
| Closed | -$144K | – | 4902 |
|
|
2021
Q1 | $144K | Sell |
23,925
-3,450
| -13% | -$21.3K | ﹤0.01% | 3240 |
|
|
2020
Q4 | $167K | Buy |
27,375
+3,087
| +13% | +$17.7K | ﹤0.01% | 3326 |
|
|
2020
Q3 | $131K | Sell |
24,288
-1,005
| -4% | -$7.06K | ﹤0.01% | 2942 |
|
|
2020
Q2 | $163K | Buy |
25,293
+2,341
| +10% | +$15.4K | ﹤0.01% | 2829 |
|
|
2020
Q1 | $131K | Hold |
22,952
| – | – | ﹤0.01% | 2494 |
|
|
2019
Q4 | $177K | Hold |
22,952
| – | – | ﹤0.01% | 3226 |
|
|
2019
Q3 | $125K | Hold |
22,952
| – | – | ﹤0.01% | 3183 |
|
|
2019
Q2 | $79K | Hold |
22,952
| – | – | ﹤0.01% | 3481 |
|
|
2019
Q1 | $78K | Hold |
22,952
| – | – | ﹤0.01% | 3172 |
|
|
2018
Q4 | $84K | Hold |
22,952
| – | – | ﹤0.01% | 3043 |
|
|
2018
Q3 | $61K | Hold |
22,952
| – | – | ﹤0.01% | 3306 |
|
|
2018
Q2 | $72K | Hold |
22,952
| – | – | ﹤0.01% | 3277 |
|
|
2018
Q1 | $67K | Hold |
22,952
| – | – | ﹤0.01% | 3124 |
|
|
2017
Q4 | $55K | Hold |
22,952
| – | – | ﹤0.01% | 3237 |
|
|
2017
Q3 | $80K | Hold |
22,952
| – | – | ﹤0.01% | 3069 |
|
|
2017
Q2 | $82K | Buy |
+22,952
| New | +$82.8K | ﹤0.01% | 3058 |
|
|
2016
Q2 | – | Sell |
-140
| Closed | -$1K | – | 4331 |
|
|
2016
Q1 | $1K | Hold |
140
| – | – | ﹤0.01% | 4097 |
|
|
2015
Q4 | $1K | Hold |
140
| – | – | ﹤0.01% | 4114 |
|
|
2015
Q3 | $0 | Hold |
140
| – | – | ﹤0.01% | 4166 |
|
|
2015
Q2 | $1K | Hold |
140
| – | – | ﹤0.01% | 3857 |
|
|
2015
Q1 | $1K | Hold |
140
| – | – | ﹤0.01% | 3878 |
|
|
2014
Q4 | $1K | Buy |
+140
| New | +$1.47K | ﹤0.01% | 3933 |
|
|
2014
Q3 | – | Sell |
-540
| Closed | -$7K | – | 4414 |
|
|
2014
Q2 | $7K | Buy |
+540
| New | +$6.41K | ﹤0.01% | 4023 |
|
Other funds holding UTI
CAM
DCM
HRCM
PP
WA
Bank of Montreal's UTI Position: Q2 2026 in Review
Bank of Montreal increased its Universal Technical Institute (UTI) stake by 16% in Q2 2026, buying an estimated $144K and bringing the position to 26,861 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #2017.
Bank of Montreal first reported a position in UTI in Q2 2014 and has held it in 37 quarters since. 246 funds tracked by Wall St. Rank hold UTI as of Q2 2026.
- Bank of Montreal held 26,861 shares of Universal Technical Institute worth $1.15M as of Q2 2026.
- Bank of Montreal bought 3,737 Universal Technical Institute shares in Q2 2026, an estimated $144K.
- Universal Technical Institute made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2017 holding.
- Bank of Montreal first reported a position in Universal Technical Institute in Q2 2014 and has held it in 37 quarters since.
- 246 funds tracked by Wall St. Rank held Universal Technical Institute as of Q2 2026.
Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.