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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

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

LRI Investments's UTI Position: Q2 2026 in Review

LRI Investments sold out of Universal Technical Institute (UTI) in Q2 2026, closing a stake of 335 shares — an estimated $12.1K sold.

LRI Investments first reported a position in UTI in Q2 2025 and held it in 4 quarters. The position peaked at $12.1K in Q1 2026. 263 funds tracked by Wall St. Rank hold UTI as of Q2 2026.

  • LRI Investments reported no remaining Universal Technical Institute position as of Q2 2026 after selling out during the quarter.
  • LRI Investments sold 335 Universal Technical Institute shares in Q2 2026, an estimated $12.1K.
  • LRI Investments first reported a position in Universal Technical Institute in Q2 2025 and held it in 4 quarters.
  • LRI Investments's Universal Technical Institute position peaked at $12.1K in Q1 2026.
  • 263 funds tracked by Wall St. Rank held Universal Technical Institute as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.