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

Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

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 $52.5B AUM 27.12% 1-Year Est. Return

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Point72 Asset Management

Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return