Creative Planning
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Creative Planning’s Universal Technical Institute UTI Stock Holding History

Creative Planning’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 		$816K Buy
19,085
+2,932
+18% +$113K ﹤0.01% 2815
2026
Q1 		$583K Buy
+16,153
New +$510K ﹤0.01% 2901
2025
Q4 		– Sell
-7,813
Closed -$254K – 4119
2025
Q3 		$254K Buy
+7,813
New +$230K ﹤0.01% 3280
2015
Q1 		– Sell
-48
Closed – – 4419
2014
Q4 		$0 Buy
+48
New +$505 ﹤0.01% 4361
2014
Q1 		– Sell
-95
Closed -$1K – 3764
2013
Q4 		$1K Hold
95
– – ﹤0.01% 3234
2013
Q3 		$1K Hold
95
– – ﹤0.01% 3123
2013
Q2 		$1K Buy
+95
New +$1.09K ﹤0.01% 2980

Other funds holding UTI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 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

Creative Planning's UTI Position: Q2 2026 in Review

Creative Planning increased its Universal Technical Institute (UTI) stake by 18% in Q2 2026, buying an estimated $113K and bringing the position to 19,085 shares worth $816K. The position accounts for ﹤0.01% of the portfolio, ranked #2815.

Creative Planning first reported a position in UTI in Q2 2013 and has held it in 7 quarters since. 263 funds tracked by Wall St. Rank hold UTI as of Q2 2026.

  • Creative Planning held 19,085 shares of Universal Technical Institute worth $816K as of Q2 2026.
  • Creative Planning bought 2,932 Universal Technical Institute shares in Q2 2026, an estimated $113K.
  • Universal Technical Institute made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2815 holding.
  • Creative Planning first reported a position in Universal Technical Institute in Q2 2013 and has held it in 7 quarters since.
  • 263 funds tracked by Wall St. Rank held Universal Technical Institute as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.