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

Dakota 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
Q3 		– Sell
-43,466
Closed -$1.47M – 786
2025
Q2 		$1.47M Buy
43,466
+3,972
+10% +$125K 0.03% 321
2025
Q1 		$1.01M Buy
+39,494
New +$1.07M 0.02% 369

Other funds holding UTI

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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
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dakota Wealth Management's UTI Position: Q3 2025 in Review

Dakota Wealth Management sold out of Universal Technical Institute (UTI) in Q3 2025, closing a stake of 43,466 shares — an estimated $1.47M sold.

Dakota Wealth Management first reported a position in UTI in Q1 2025 and held it in 2 quarters. The position peaked at $1.47M in Q2 2025. 243 funds tracked by Wall St. Rank hold UTI as of Q3 2025.

  • Dakota Wealth Management reported no remaining Universal Technical Institute position as of Q3 2025 after selling out during the quarter.
  • Dakota Wealth Management sold 43,466 Universal Technical Institute shares in Q3 2025, an estimated $1.47M.
  • Dakota Wealth Management first reported a position in Universal Technical Institute in Q1 2025 and held it in 2 quarters.
  • Dakota Wealth Management's Universal Technical Institute position peaked at $1.47M in Q2 2025.
  • 243 funds tracked by Wall St. Rank held Universal Technical Institute as of Q3 2025.

Based on Dakota Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.