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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
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% -$9.99K ﹤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
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
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Thrivent Financial for Lutherans
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
PP
Praetorian PR Rincon, Puerto Rico $314M AUM 48.29% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Kestra Advisory Services's UTI Position: Q2 2026 in Review

Kestra Advisory Services increased its Universal Technical Institute (UTI) stake by 0.05% in Q2 2026, buying an estimated $231 and bringing the position to 12,967 shares worth $555K. The position accounts for ﹤0.01% of the portfolio, ranked #2262.

Kestra Advisory Services first reported a position in UTI in Q4 2024 and has held it in 7 quarters since. 263 funds tracked by Wall St. Rank hold UTI as of Q2 2026.

  • Kestra Advisory Services held 12,967 shares of Universal Technical Institute worth $555K as of Q2 2026.
  • Kestra Advisory Services bought 6 Universal Technical Institute shares in Q2 2026, an estimated $231.
  • Universal Technical Institute made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2262 holding.
  • Kestra Advisory Services first reported a position in Universal Technical Institute in Q4 2024 and has held it in 7 quarters since.
  • 263 funds tracked by Wall St. Rank held Universal Technical Institute as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.