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

Congress Wealth 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
2025 Q2	$8.53M	Buy	+251,653	New	+$7.9M	0.08%	279

Other funds holding UTI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CCM

Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

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

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Congress Wealth Management's UTI Position: Q2 2025 in Review

Congress Wealth Management opened a new position in Universal Technical Institute (UTI) in Q2 2025: 251,653 shares worth $8.53M. The stake represents 0.08% of the portfolio and ranks #279 among its holdings.

264 funds tracked by Wall St. Rank hold UTI as of Q2 2025.

Congress Wealth Management held 251,653 shares of Universal Technical Institute worth $8.53M as of Q2 2025.
Universal Technical Institute was a new Congress Wealth Management position in Q2 2025.
Universal Technical Institute made up 0.08% of Congress Wealth Management's portfolio in Q2 2025, its #279 holding.
264 funds tracked by Wall St. Rank held Universal Technical Institute as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.