LPL Financial
UTI icon

LPL Financial’s Universal Technical Institute UTI Stock Holding History

LPL Financial’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 		$231K Sell
12,376
-2,979
-19% -$90.3K ﹤0.01% 5728
2026
Q2 		$657K Buy
15,355
+2,033
+15% +$78.1K ﹤0.01% 4784
2026
Q1 		$481K Sell
13,322
-6,524
-33% -$206K ﹤0.01% 4786
2025
Q4 		$519K Buy
19,846
+4,131
+26% +$117K ﹤0.01% 4676
2025
Q3 		$512K Sell
15,715
-26,377
-63% -$775K ﹤0.01% 4603
2025
Q2 		$1.43M Buy
42,092
+33,623
+397% +$1.06M ﹤0.01% 3429
2025
Q1 		$217K Buy
+8,469
New +$228K ﹤0.01% 4806

Other funds holding UTI

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

LPL Financial's UTI Position: Q3 2026 in Review

LPL Financial reduced its Universal Technical Institute (UTI) stake by 19% in Q3 2026, selling an estimated $90.3K and leaving 12,376 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #5728.

LPL Financial first reported a position in UTI in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.43M in Q2 2025. 169 funds tracked by Wall St. Rank hold UTI as of Q3 2026.

  • LPL Financial held 12,376 shares of Universal Technical Institute worth $231K as of Q3 2026.
  • LPL Financial sold 2,979 Universal Technical Institute shares in Q3 2026, an estimated $90.3K.
  • Universal Technical Institute made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #5728 holding.
  • LPL Financial first reported a position in Universal Technical Institute in Q1 2025 and has held it in 7 quarters since.
  • LPL Financial's Universal Technical Institute position peaked at $1.43M in Q2 2025.
  • 169 funds tracked by Wall St. Rank held Universal Technical Institute as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.