LRI Investments’s Universal Technical Institute UTI Stock Holding History

LRI Investments’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	–	Sell	-335	Closed	-$12.1K	–	2008
2026 Q1	$12.1K	Buy	335 +60	+22%	+$1.89K	﹤0.01%	831
2025 Q4	$7.19K	Hold	275	–	–	﹤0.01%	957
2025 Q3	$8.95K	Hold	275	–	–	﹤0.01%	905
2025 Q2	$9.32K	Buy	+275	New	+$8.63K	﹤0.01%	860

Other funds holding UTI

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return

Portside Wealth Group Provo, Utah $858M AUM 26.82% 1-Year Est. Return

Kopp Family Office Bloomington, Minnesota $163M AUM 22.57% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return