Concentric Capital Strategies’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
$842K Sell
19,678
-15,033
-43% -$578K 0.05% 240
2026
Q1
$1.25M Buy
+34,711
New +$1.1M 0.11% 134
2024
Q3
Sell
-289,004
Closed -$4.55M 388
2024
Q2
$4.55M Buy
289,004
+29,215
+11% +$437K 0.23% 112
2024
Q1
$4.14M Buy
+259,789
New +$3.77M 0.23% 108

Other funds holding UTI

Concentric Capital Strategies's UTI Position: Q2 2026 in Review

Concentric Capital Strategies reduced its Universal Technical Institute (UTI) stake by 43% in Q2 2026, selling an estimated $578K and leaving 19,678 shares worth $842K. The position accounts for 0.05% of the portfolio, ranked #240.

Concentric Capital Strategies first reported a position in UTI in Q1 2024 and has held it in 4 quarters since. The position peaked at $4.55M in Q2 2024. 262 funds tracked by Wall St. Rank hold UTI as of Q2 2026.

  • Concentric Capital Strategies held 19,678 shares of Universal Technical Institute worth $842K as of Q2 2026.
  • Concentric Capital Strategies sold 15,033 Universal Technical Institute shares in Q2 2026, an estimated $578K.
  • Universal Technical Institute made up 0.05% of Concentric Capital Strategies's portfolio in Q2 2026, its #240 holding.
  • Concentric Capital Strategies first reported a position in Universal Technical Institute in Q1 2024 and has held it in 4 quarters since.
  • Concentric Capital Strategies's Universal Technical Institute position peaked at $4.55M in Q2 2024.
  • 262 funds tracked by Wall St. Rank held Universal Technical Institute as of Q2 2026.

Based on Concentric Capital Strategies's 13F filing for Q2 2026, filed 14 Aug 2026.