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Hennessy Advisors Inc’s Universal Technical Institute UTI Stock Holding History

Hennessy Advisors Inc’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
-620,000
Closed -$15.9M – 390
2025
Q1 		$15.9M Sell
620,000
-70,900
-10% -$1.91M 0.53% 47
2024
Q4 		$17.8M Buy
690,900
+44,100
+7% +$918K 0.53% 44
2024
Q3 		$10.5M Buy
646,800
+72,600
+13% +$1.24M 0.34% 74
2024
Q2 		$9.03M Buy
+574,200
New +$8.6M 0.34% 73

Other funds holding UTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 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 $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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Hennessy Advisors Inc's UTI Position: Q2 2025 in Review

Hennessy Advisors Inc sold out of Universal Technical Institute (UTI) in Q2 2025, closing a stake of 620,000 shares — an estimated $15.9M sold.

Hennessy Advisors Inc first reported a position in UTI in Q2 2024 and held it in 4 quarters. The position peaked at $17.8M in Q4 2024. 264 funds tracked by Wall St. Rank hold UTI as of Q2 2025.

  • Hennessy Advisors Inc reported no remaining Universal Technical Institute position as of Q2 2025 after selling out during the quarter.
  • Hennessy Advisors Inc sold 620,000 Universal Technical Institute shares in Q2 2025, an estimated $15.9M.
  • Hennessy Advisors Inc first reported a position in Universal Technical Institute in Q2 2024 and held it in 4 quarters.
  • Hennessy Advisors Inc's Universal Technical Institute position peaked at $17.8M in Q4 2024.
  • 264 funds tracked by Wall St. Rank held Universal Technical Institute as of Q2 2025.

Based on Hennessy Advisors Inc's 13F filing for Q2 2025, filed 21 Jul 2025.