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Ellsworth Advisors’s Universal Technical Institute UTI Stock Holding History

Ellsworth Advisors’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
-24,317
Closed -$824K – 197
2025
Q2 		$824K Buy
24,317
+296
+1% +$9.29K 0.2% 102
2025
Q1 		$617K Buy
+24,021
New +$648K 0.16% 127

Other funds holding UTI

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
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

Ellsworth Advisors's UTI Position: Q3 2025 in Review

Ellsworth Advisors sold out of Universal Technical Institute (UTI) in Q3 2025, closing a stake of 24,317 shares — an estimated $824K sold.

Ellsworth Advisors first reported a position in UTI in Q1 2025 and held it in 2 quarters. The position peaked at $824K in Q2 2025. 243 funds tracked by Wall St. Rank hold UTI as of Q3 2025.

  • Ellsworth Advisors reported no remaining Universal Technical Institute position as of Q3 2025 after selling out during the quarter.
  • Ellsworth Advisors sold 24,317 Universal Technical Institute shares in Q3 2025, an estimated $824K.
  • Ellsworth Advisors first reported a position in Universal Technical Institute in Q1 2025 and held it in 2 quarters.
  • Ellsworth Advisors's Universal Technical Institute position peaked at $824K in Q2 2025.
  • 243 funds tracked by Wall St. Rank held Universal Technical Institute as of Q3 2025.

Based on Ellsworth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.