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EverSource Wealth Advisors’s Universal Technical Institute UTI Stock Holding History

EverSource Wealth 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
2026
Q2 		$300 Sell
7
-275
-98% -$10.6K ﹤0.01% 4201
2026
Q1 		$10.2K Sell
282
-61
-18% -$1.93K ﹤0.01% 2910
2025
Q4 		$8.96K Buy
343
+279
+436% +$7.9K ﹤0.01% 2856
2025
Q3 		$2.08K Sell
64
-104
-62% -$3.06K ﹤0.01% 3499
2025
Q2 		$5.69K Buy
168
+106
+171% +$3.33K ﹤0.01% 3107
2025
Q1 		$1.59K Buy
62
+60
+3,000% +$1.62K ﹤0.01% 3032
2024
Q4 		$51 Buy
+2
New +$42 ﹤0.01% 3633

Other funds holding UTI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
PP
Praetorian PR Rincon, Puerto Rico $314M AUM 48.29% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

EverSource Wealth Advisors's UTI Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Universal Technical Institute (UTI) stake by 98% in Q2 2026, selling an estimated $10.6K and leaving 7 shares worth $300. The position accounts for ﹤0.01% of the portfolio, ranked #4201.

EverSource Wealth Advisors first reported a position in UTI in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.2K in Q1 2026. 263 funds tracked by Wall St. Rank hold UTI as of Q2 2026.

  • EverSource Wealth Advisors held 7 shares of Universal Technical Institute worth $300 as of Q2 2026.
  • EverSource Wealth Advisors sold 275 Universal Technical Institute shares in Q2 2026, an estimated $10.6K.
  • Universal Technical Institute made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4201 holding.
  • EverSource Wealth Advisors first reported a position in Universal Technical Institute in Q4 2024 and has held it in 7 quarters since.
  • EverSource Wealth Advisors's Universal Technical Institute position peaked at $10.2K in Q1 2026.
  • 263 funds tracked by Wall St. Rank held Universal Technical Institute as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.