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Moody National Bank Trust Division’s Universal Technical Institute UTI Stock Holding History

Moody National Bank Trust Division’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
-17,044
Closed -$615K – 549
2026
Q1 		$615K Buy
+17,044
New +$538K 0.06% 308

Other funds holding UTI

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
GWMI
Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return

Moody National Bank Trust Division's UTI Position: Q2 2026 in Review

Moody National Bank Trust Division sold out of Universal Technical Institute (UTI) in Q2 2026, closing a stake of 17,044 shares — an estimated $615K sold.

Moody National Bank Trust Division first reported a position in UTI in Q1 2026 and held it in 1 quarter. The position peaked at $615K in Q1 2026. 52 funds tracked by Wall St. Rank hold UTI as of Q2 2026.

  • Moody National Bank Trust Division reported no remaining Universal Technical Institute position as of Q2 2026 after selling out during the quarter.
  • Moody National Bank Trust Division sold 17,044 Universal Technical Institute shares in Q2 2026, an estimated $615K.
  • Moody National Bank Trust Division first reported a position in Universal Technical Institute in Q1 2026 and held it in 1 quarter.
  • Moody National Bank Trust Division's Universal Technical Institute position peaked at $615K in Q1 2026.
  • 52 funds tracked by Wall St. Rank held Universal Technical Institute as of Q2 2026.

Based on Moody National Bank Trust Division's 13F filing for Q2 2026, filed 7 Jul 2026.