Congress Asset Management
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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
Q3 		– Sell
-3,000,595
Closed -$128M – 423
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

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Isthmus Partners
Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return
Pembroke Management
Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Register Financial Advisors
Register Financial Advisors Atlanta, Georgia $320M AUM 31.84% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
KFO
Kopp Family Office Bloomington, Minnesota $161M AUM 13.16% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Congress Asset Management's UTI Position: Q3 2026 in Review

Congress Asset Management sold out of Universal Technical Institute (UTI) in Q3 2026, closing a stake of 3,000,595 shares — an estimated $128M sold.

Congress Asset Management first reported a position in UTI in Q2 2025 and held it in 5 quarters. The position peaked at $128M in Q2 2026. 33 funds tracked by Wall St. Rank hold UTI as of Q3 2026.

  • Congress Asset Management reported no remaining Universal Technical Institute position as of Q3 2026 after selling out during the quarter.
  • Congress Asset Management sold 3,000,595 Universal Technical Institute shares in Q3 2026, an estimated $128M.
  • Congress Asset Management first reported a position in Universal Technical Institute in Q2 2025 and held it in 5 quarters.
  • Congress Asset Management's Universal Technical Institute position peaked at $128M in Q2 2026.
  • 33 funds tracked by Wall St. Rank held Universal Technical Institute as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.