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Custom Index Systems’s Universal Technical Institute UTI Stock Holding History

Custom Index Systems’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
Q4 		– Sell
-55,894
Closed -$1.82M – 288
2025
Q3 		$1.82M Buy
55,894
+26,012
+87% +$764K 0.54% 49
2025
Q2 		$1.01M Buy
29,882
+14,354
+92% +$451K 0.48% 55
2025
Q1 		$399K Buy
+15,528
New +$419K 0.2% 159

Other funds holding UTI

CCM
Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
WA
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
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Custom Index Systems's UTI Position: Q4 2025 in Review

Custom Index Systems sold out of Universal Technical Institute (UTI) in Q4 2025, closing a stake of 55,894 shares — an estimated $1.82M sold.

Custom Index Systems first reported a position in UTI in Q1 2025 and held it in 3 quarters. The position peaked at $1.82M in Q3 2025. 228 funds tracked by Wall St. Rank hold UTI as of Q4 2025.

  • Custom Index Systems reported no remaining Universal Technical Institute position as of Q4 2025 after selling out during the quarter.
  • Custom Index Systems sold 55,894 Universal Technical Institute shares in Q4 2025, an estimated $1.82M.
  • Custom Index Systems first reported a position in Universal Technical Institute in Q1 2025 and held it in 3 quarters.
  • Custom Index Systems's Universal Technical Institute position peaked at $1.82M in Q3 2025.
  • 228 funds tracked by Wall St. Rank held Universal Technical Institute as of Q4 2025.

Based on Custom Index Systems's 13F filing for Q4 2025, filed 12 Feb 2026.