Creative Planning
UTI icon

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
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

CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return