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D.A. Davidson & Co’s Universal Technical Institute UTI Stock Holding History

D.A. Davidson & Co’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
Q1 		– Sell
-11,630
Closed -$299K – 1500
2024
Q4 		$299K Buy
11,630
+180
+2% +$3.75K ﹤0.01% 1202
2024
Q3 		$186K Sell
11,450
-10,080
-47% -$173K ﹤0.01% 1310
2024
Q2 		$339K Sell
21,530
-3,140
-13% -$47K ﹤0.01% 1122
2024
Q1 		$393K Buy
+24,670
New +$358K ﹤0.01% 1072

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

D.A. Davidson & Co's UTI Position: Q1 2025 in Review

D.A. Davidson & Co sold out of Universal Technical Institute (UTI) in Q1 2025, closing a stake of 11,630 shares — an estimated $299K sold.

D.A. Davidson & Co first reported a position in UTI in Q1 2024 and held it in 4 quarters. The position peaked at $393K in Q1 2024. 225 funds tracked by Wall St. Rank hold UTI as of Q1 2025.

  • D.A. Davidson & Co reported no remaining Universal Technical Institute position as of Q1 2025 after selling out during the quarter.
  • D.A. Davidson & Co sold 11,630 Universal Technical Institute shares in Q1 2025, an estimated $299K.
  • D.A. Davidson & Co first reported a position in Universal Technical Institute in Q1 2024 and held it in 4 quarters.
  • D.A. Davidson & Co's Universal Technical Institute position peaked at $393K in Q1 2024.
  • 225 funds tracked by Wall St. Rank held Universal Technical Institute as of Q1 2025.

Based on D.A. Davidson & Co's 13F filing for Q1 2025, filed 28 Apr 2025.