LPL Financial
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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
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 $6.73T 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

LPL Financial's UTI Position: Q2 2026 in Review

LPL Financial increased its Universal Technical Institute (UTI) stake by 15% in Q2 2026, buying an estimated $78.1K and bringing the position to 15,355 shares worth $657K. The position accounts for ﹤0.01% of the portfolio, ranked #4784.

LPL Financial first reported a position in UTI in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.43M in Q2 2025. 263 funds tracked by Wall St. Rank hold UTI as of Q2 2026.

  • LPL Financial held 15,355 shares of Universal Technical Institute worth $657K as of Q2 2026.
  • LPL Financial bought 2,033 Universal Technical Institute shares in Q2 2026, an estimated $78.1K.
  • Universal Technical Institute made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4784 holding.
  • LPL Financial first reported a position in Universal Technical Institute in Q1 2025 and has held it in 6 quarters since.
  • LPL Financial's Universal Technical Institute position peaked at $1.43M in Q2 2025.
  • 263 funds tracked by Wall St. Rank held Universal Technical Institute as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.