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Clearstead Advisors’s Universal Technical Institute UTI Stock Holding History

Clearstead 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
Q1 		– Sell
-1,446
Closed -$37.8K – 2829
2025
Q4 		$37.8K Buy
1,446
+943
+187% +$26.7K ﹤0.01% 1508
2025
Q3 		$16.4K Sell
503
-213
-30% -$6.26K ﹤0.01% 1730
2025
Q2 		$24.3K Buy
+716
New +$22.5K ﹤0.01% 1543

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 $16.3B AUM 42.69% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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

Clearstead Advisors's UTI Position: Q1 2026 in Review

Clearstead Advisors sold out of Universal Technical Institute (UTI) in Q1 2026, closing a stake of 1,446 shares — an estimated $37.8K sold.

Clearstead Advisors first reported a position in UTI in Q2 2025 and held it in 3 quarters. The position peaked at $37.8K in Q4 2025. 246 funds tracked by Wall St. Rank hold UTI as of Q1 2026.

  • Clearstead Advisors reported no remaining Universal Technical Institute position as of Q1 2026 after selling out during the quarter.
  • Clearstead Advisors sold 1,446 Universal Technical Institute shares in Q1 2026, an estimated $37.8K.
  • Clearstead Advisors first reported a position in Universal Technical Institute in Q2 2025 and held it in 3 quarters.
  • Clearstead Advisors's Universal Technical Institute position peaked at $37.8K in Q4 2025.
  • 246 funds tracked by Wall St. Rank held Universal Technical Institute as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.