Kestra Advisory Services’s Universal Technical Institute UTI Stock Holding History

Kestra Advisory Services’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	$237K	Sell	12,694 -273	-2%	-$8.27K	﹤0.01%	3136
2026 Q2	$555K	Buy	12,967 +6	+0%	+$231	﹤0.01%	2262
2026 Q1	$468K	Sell	12,961 -445	-3%	-$14K	﹤0.01%	2277
2025 Q4	$350K	Sell	13,406 -14	-0.1%	-$396	﹤0.01%	2409
2025 Q3	$437K	Sell	13,420 -340	-2%	-$10K	﹤0.01%	2155
2025 Q2	$466K	Buy	13,760 +2,326	+20%	+$73K	﹤0.01%	2016
2025 Q1	$294K	Buy	11,434 +3,628	+46%	+$97.9K	﹤0.01%	2183
2024 Q4	$201K	Buy	+7,806	New	+$162K	﹤0.01%	2482

Other funds holding UTI

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Kestra Advisory Services's UTI Position: Q3 2026 in Review

Kestra Advisory Services reduced its Universal Technical Institute (UTI) stake by 2.1% in Q3 2026, selling an estimated $8.27K and leaving 12,694 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #3136.

Kestra Advisory Services first reported a position in UTI in Q4 2024 and has held it in 8 quarters since. The position peaked at $555K in Q2 2026. 169 funds tracked by Wall St. Rank hold UTI as of Q3 2026.

Kestra Advisory Services held 12,694 shares of Universal Technical Institute worth $237K as of Q3 2026.
Kestra Advisory Services sold 273 Universal Technical Institute shares in Q3 2026, an estimated $8.27K.
Universal Technical Institute made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #3136 holding.
Kestra Advisory Services first reported a position in Universal Technical Institute in Q4 2024 and has held it in 8 quarters since.
Kestra Advisory Services's Universal Technical Institute position peaked at $555K in Q2 2026.
169 funds tracked by Wall St. Rank held Universal Technical Institute as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.