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Independent Advisor Alliance’s Universal Technical Institute UTI Stock Holding History

Independent Advisor Alliance’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
Q1 		– Sell
-7,835
Closed -$205K – 1664
2025
Q4 		$205K Sell
7,835
-26,835
-77% -$760K 0.01% 935
2025
Q3 		$1.13M Sell
34,670
-13,018
-27% -$383K 0.03% 421
2025
Q2 		$1.62M Buy
47,688
+23,578
+98% +$740K 0.05% 321
2025
Q1 		$619K Buy
24,110
+11,953
+98% +$322K 0.02% 476
2024
Q4 		$313K Buy
12,157
+507
+4% +$10.6K ﹤0.01% 1125
2024
Q3 		$189K Buy
+11,650
New +$200K 0.01% 668

Other funds holding UTI

CCM
Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Independent Advisor Alliance's UTI Position: Q1 2026 in Review

Independent Advisor Alliance sold out of Universal Technical Institute (UTI) in Q1 2026, closing a stake of 7,835 shares — an estimated $205K sold.

Independent Advisor Alliance first reported a position in UTI in Q3 2024 and held it in 6 quarters. The position peaked at $1.62M in Q2 2025. 246 funds tracked by Wall St. Rank hold UTI as of Q1 2026.

  • Independent Advisor Alliance reported no remaining Universal Technical Institute position as of Q1 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 7,835 Universal Technical Institute shares in Q1 2026, an estimated $205K.
  • Independent Advisor Alliance first reported a position in Universal Technical Institute in Q3 2024 and held it in 6 quarters.
  • Independent Advisor Alliance's Universal Technical Institute position peaked at $1.62M in Q2 2025.
  • 246 funds tracked by Wall St. Rank held Universal Technical Institute as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.