Independent Financial Group’s Universal Technical Institute UTI Stock Holding History

Independent Financial Group’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	$227K	Buy	+5,303	New	+$204K	﹤0.01%	1406

Other funds holding UTI

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 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 Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Praetorian PR Rincon, Puerto Rico $314M AUM 48.29% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Independent Financial Group's UTI Position: Q2 2026 in Review

Independent Financial Group opened a new position in Universal Technical Institute (UTI) in Q2 2026: 5,303 shares worth $227K. The stake represents ﹤0.01% of the portfolio and ranks #1406 among its holdings.

262 funds tracked by Wall St. Rank hold UTI as of Q2 2026.

Independent Financial Group held 5,303 shares of Universal Technical Institute worth $227K as of Q2 2026.
Universal Technical Institute was a new Independent Financial Group position in Q2 2026.
Universal Technical Institute made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1406 holding.
262 funds tracked by Wall St. Rank held Universal Technical Institute as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.