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IFP Advisors’s Universal Technical Institute UTI Stock Holding History

IFP 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 		$4.36K Buy
102
+27
+36% +$1.04K ﹤0.01% 3870
2026
Q1 		$2.71K Hold
75
– – ﹤0.01% 3840
2025
Q4 		$1.96K Sell
75
-300
-80% -$8.49K ﹤0.01% 3849
2025
Q3 		$12.2K Buy
375
+300
+400% +$8.82K ﹤0.01% 2806
2025
Q2 		$4.24K Buy
+75
New +$2.35K ﹤0.01% 3494
2024
Q4 		– Hold
0
– – – 3624

Other funds holding UTI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 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 $3.37T AUM 44.26% 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 $15.3B AUM 25.06% 1-Year Est. Return

IFP Advisors's UTI Position: Q2 2026 in Review

IFP Advisors increased its Universal Technical Institute (UTI) stake by 36% in Q2 2026, buying an estimated $1.04K and bringing the position to 102 shares worth $4.36K. The position accounts for ﹤0.01% of the portfolio, ranked #3870.

IFP Advisors first reported a position in UTI in Q2 2025 and has held it in 5 quarters since. The position peaked at $12.2K in Q3 2025. 263 funds tracked by Wall St. Rank hold UTI as of Q2 2026.

  • IFP Advisors held 102 shares of Universal Technical Institute worth $4.36K as of Q2 2026.
  • IFP Advisors bought 27 Universal Technical Institute shares in Q2 2026, an estimated $1.04K.
  • Universal Technical Institute made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3870 holding.
  • IFP Advisors first reported a position in Universal Technical Institute in Q2 2025 and has held it in 5 quarters since.
  • IFP Advisors's Universal Technical Institute position peaked at $12.2K in Q3 2025.
  • 263 funds tracked by Wall St. Rank held Universal Technical Institute as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.