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Lumbard & Kellner’s Universal Technical Institute UTI Stock Holding History

Lumbard & Kellner’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 		$1.04M Sell
24,421
-960
-4% -$36.9K 0.32% 59
2026
Q1 		$916K Buy
25,381
+1,160
+5% +$36.6K 0.32% 56
2025
Q4 		$633K Sell
24,221
-604
-2% -$17.1K 0.22% 71
2025
Q3 		$808K Buy
24,825
+6,090
+33% +$179K 0.3% 60
2025
Q2 		$635K Buy
+18,735
New +$588K 0.28% 57

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

Lumbard & Kellner's UTI Position: Q2 2026 in Review

Lumbard & Kellner reduced its Universal Technical Institute (UTI) stake by 3.8% in Q2 2026, selling an estimated $36.9K and leaving 24,421 shares worth $1.04M. The position accounts for 0.32% of the portfolio, ranked #59.

Lumbard & Kellner first reported a position in UTI in Q2 2025 and has held it in 5 quarters since. 263 funds tracked by Wall St. Rank hold UTI as of Q2 2026.

  • Lumbard & Kellner held 24,421 shares of Universal Technical Institute worth $1.04M as of Q2 2026.
  • Lumbard & Kellner sold 960 Universal Technical Institute shares in Q2 2026, an estimated $36.9K.
  • Universal Technical Institute made up 0.32% of Lumbard & Kellner's portfolio in Q2 2026, its #59 holding.
  • Lumbard & Kellner first reported a position in Universal Technical Institute in Q2 2025 and has held it in 5 quarters since.
  • 263 funds tracked by Wall St. Rank held Universal Technical Institute as of Q2 2026.

Based on Lumbard & Kellner's 13F filing for Q2 2026, filed 6 Aug 2026.