Empowered Funds’s Universal Technical Institute UTI Stock Holding History

Empowered Funds’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 Q2	–	Sell	-37,475	Closed	-$962K	–	1859
2025 Q1	$962K	Sell	37,475 -44,189	-54%	-$1.19M	0.01%	1013
2024 Q4	$2.1M	Sell	81,664 -132,551	-62%	-$2.76M	0.03%	718
2024 Q3	$3.48M	Buy	214,215 +10,854	+5%	+$186K	0.05%	482
2024 Q2	$3.2M	Buy	203,361 +14,580	+8%	+$218K	0.06%	459
2024 Q1	$3.01M	Buy	188,781 +14,187	+8%	+$206K	0.05%	464
2023 Q4	$2.19M	Buy	174,594 +15,744	+10%	+$160K	0.05%	490
2023 Q3	$1.33M	Buy	158,850 +12,956	+9%	+$101K	0.04%	575
2023 Q2	$1.01M	Buy	+145,894	New	+$982K	0.04%	608

Other funds holding UTI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CCM

Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

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 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Empowered Funds's UTI Position: Q2 2025 in Review

Empowered Funds sold out of Universal Technical Institute (UTI) in Q2 2025, closing a stake of 37,475 shares — an estimated $962K sold.

Empowered Funds first reported a position in UTI in Q2 2023 and held it in 8 quarters. The position peaked at $3.48M in Q3 2024. 264 funds tracked by Wall St. Rank hold UTI as of Q2 2025.

Empowered Funds reported no remaining Universal Technical Institute position as of Q2 2025 after selling out during the quarter.
Empowered Funds sold 37,475 Universal Technical Institute shares in Q2 2025, an estimated $962K.
Empowered Funds first reported a position in Universal Technical Institute in Q2 2023 and held it in 8 quarters.
Empowered Funds's Universal Technical Institute position peaked at $3.48M in Q3 2024.
264 funds tracked by Wall St. Rank held Universal Technical Institute as of Q2 2025.

Based on Empowered Funds's 13F filing for Q2 2025, filed 11 Aug 2025.