CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Universal Technical Institute UTI Stock Holding History

CAPTRUST Financial Advisors’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 		$442K Buy
+10,325
New +$397K ﹤0.01% 2272
2021
Q1 		– Sell
-252
Closed -$2K – 4474
2020
Q4 		$2K Buy
+252
New +$1.44K ﹤0.01% 3163

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
PP
Praetorian PR Rincon, Puerto Rico $314M AUM 48.29% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

CAPTRUST Financial Advisors's UTI Position: Q2 2026 in Review

CAPTRUST Financial Advisors opened a new position in Universal Technical Institute (UTI) in Q2 2026: 10,325 shares worth $442K. The stake represents ﹤0.01% of the portfolio and ranks #2272 among its holdings. This is a return to the name: CAPTRUST Financial Advisors previously reported a position in UTI as recently as Q4 2020.

CAPTRUST Financial Advisors first reported a position in UTI in Q4 2020 and has held it in 2 quarters since. 263 funds tracked by Wall St. Rank hold UTI as of Q2 2026.

  • CAPTRUST Financial Advisors held 10,325 shares of Universal Technical Institute worth $442K as of Q2 2026.
  • Universal Technical Institute was a new CAPTRUST Financial Advisors position in Q2 2026.
  • Universal Technical Institute made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2272 holding.
  • CAPTRUST Financial Advisors first reported a position in Universal Technical Institute in Q4 2020 and has held it in 2 quarters since.
  • 263 funds tracked by Wall St. Rank held Universal Technical Institute as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.