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

Larson 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
2025
Q3 		– Sell
-21
Closed -$712 – 3651
2025
Q2 		$712 Buy
+21
New +$659 ﹤0.01% 2757

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CCM
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WA
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CAM
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Larson Financial Group's UTI Position: Q3 2025 in Review

Larson Financial Group sold out of Universal Technical Institute (UTI) in Q3 2025, closing a stake of 21 shares — an estimated $712 sold.

Larson Financial Group first reported a position in UTI in Q2 2025 and held it in 1 quarter. The position peaked at $712 in Q2 2025. 243 funds tracked by Wall St. Rank hold UTI as of Q3 2025.

  • Larson Financial Group reported no remaining Universal Technical Institute position as of Q3 2025 after selling out during the quarter.
  • Larson Financial Group sold 21 Universal Technical Institute shares in Q3 2025, an estimated $712.
  • Larson Financial Group first reported a position in Universal Technical Institute in Q2 2025 and held it in 1 quarter.
  • Larson Financial Group's Universal Technical Institute position peaked at $712 in Q2 2025.
  • 243 funds tracked by Wall St. Rank held Universal Technical Institute as of Q3 2025.

Based on Larson Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.