IFP Advisors
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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
Q3 		$1.9K Hold
102
– – ﹤0.01% 4247
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% -$8.5K ﹤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

Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
CenterBook Partners
CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

IFP Advisors's UTI Position: Q3 2026 in Review

IFP Advisors held its Universal Technical Institute (UTI) position steady in Q3 2026 at 102 shares worth $1.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4247.

IFP Advisors first reported a position in UTI in Q2 2025 and has held it in 6 quarters since. The position peaked at $12.2K in Q3 2025. 98 funds tracked by Wall St. Rank hold UTI as of Q3 2026.

  • IFP Advisors held 102 shares of Universal Technical Institute worth $1.9K as of Q3 2026.
  • IFP Advisors left its Universal Technical Institute share count unchanged in Q3 2026.
  • Universal Technical Institute made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4247 holding.
  • IFP Advisors first reported a position in Universal Technical Institute in Q2 2025 and has held it in 6 quarters since.
  • IFP Advisors's Universal Technical Institute position peaked at $12.2K in Q3 2025.
  • 98 funds tracked by Wall St. Rank held Universal Technical Institute as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.