FG
UTI icon

Formula Growth’s Universal Technical Institute UTI Stock Holding History

Formula Growth’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
-71,302
Closed -$2.42M – 143
2025
Q2 		$2.42M Sell
71,302
-50,322
-41% -$1.58M 0.91% 41
2025
Q1 		$3.12M Sell
121,624
-16,026
-12% -$432K 1.27% 23
2024
Q4 		$3.54M Sell
137,650
-8,300
-6% -$173K 1.2% 31
2024
Q3 		$2.37M Buy
145,950
+39,300
+37% +$674K 0.81% 51
2024
Q2 		$1.68M Buy
106,650
+650
+0.6% +$9.73K 0.61% 67
2024
Q1 		$1.69M Buy
+106,000
New +$1.54M 0.54% 71

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

Formula Growth's UTI Position: Q3 2025 in Review

Formula Growth sold out of Universal Technical Institute (UTI) in Q3 2025, closing a stake of 71,302 shares — an estimated $2.42M sold.

Formula Growth first reported a position in UTI in Q1 2024 and held it in 6 quarters. The position peaked at $3.54M in Q4 2024. 243 funds tracked by Wall St. Rank hold UTI as of Q3 2025.

  • Formula Growth reported no remaining Universal Technical Institute position as of Q3 2025 after selling out during the quarter.
  • Formula Growth sold 71,302 Universal Technical Institute shares in Q3 2025, an estimated $2.42M.
  • Formula Growth first reported a position in Universal Technical Institute in Q1 2024 and held it in 6 quarters.
  • Formula Growth's Universal Technical Institute position peaked at $3.54M in Q4 2024.
  • 243 funds tracked by Wall St. Rank held Universal Technical Institute as of Q3 2025.

Based on Formula Growth's 13F filing for Q3 2025, filed 13 Nov 2025.