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Essential Partners’s Universal Technical Institute UTI Stock Holding History

Essential Partners’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
-50
Closed -$1.7K – 2795
2025
Q2 		$1.7K Buy
+50
New +$1.57K ﹤0.01% 1361

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CCM
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WA
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CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Essential Partners's UTI Position: Q3 2025 in Review

Essential Partners sold out of Universal Technical Institute (UTI) in Q3 2025, closing a stake of 50 shares — an estimated $1.7K sold.

Essential Partners first reported a position in UTI in Q2 2025 and held it in 1 quarter. The position peaked at $1.7K in Q2 2025. 243 funds tracked by Wall St. Rank hold UTI as of Q3 2025.

  • Essential Partners reported no remaining Universal Technical Institute position as of Q3 2025 after selling out during the quarter.
  • Essential Partners sold 50 Universal Technical Institute shares in Q3 2025, an estimated $1.7K.
  • Essential Partners first reported a position in Universal Technical Institute in Q2 2025 and held it in 1 quarter.
  • Essential Partners's Universal Technical Institute position peaked at $1.7K in Q2 2025.
  • 243 funds tracked by Wall St. Rank held Universal Technical Institute as of Q3 2025.

Based on Essential Partners's 13F filing for Q3 2025, filed 21 May 2026.