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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

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
GWMI
Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 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. 45 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.
  • 45 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.