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Congress Asset Management’s Universal Technical Institute UTI Stock Holding History

Congress Asset Management’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 		$128M Buy
3,000,595
+847,617
+39% +$32.6M 0.79% 41
2026
Q1 		$77.7M Buy
2,152,978
+458,805
+27% +$14.5M 0.56% 67
2025
Q4 		$44.3M Sell
1,694,173
-382,082
-18% -$10.8M 0.31% 108
2025
Q3 		$67.6M Buy
2,076,255
+209,476
+11% +$6.16M 0.45% 82
2025
Q2 		$63.3M Buy
+1,866,779
New +$58.6M 0.43% 96

Other funds holding UTI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Congress Asset Management's UTI Position: Q2 2026 in Review

Congress Asset Management increased its Universal Technical Institute (UTI) stake by 39% in Q2 2026, buying an estimated $32.6M and bringing the position to 3,000,595 shares worth $128M. The position accounts for 0.79% of the portfolio, ranked #41.

Congress Asset Management first reported a position in UTI in Q2 2025 and has held it in 5 quarters since. 263 funds tracked by Wall St. Rank hold UTI as of Q2 2026.

  • Congress Asset Management held 3,000,595 shares of Universal Technical Institute worth $128M as of Q2 2026.
  • Congress Asset Management bought 847,617 Universal Technical Institute shares in Q2 2026, an estimated $32.6M.
  • Universal Technical Institute made up 0.79% of Congress Asset Management's portfolio in Q2 2026, its #41 holding.
  • Congress Asset Management first reported a position in Universal Technical Institute in Q2 2025 and has held it in 5 quarters since.
  • 263 funds tracked by Wall St. Rank held Universal Technical Institute as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.