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Moran Wealth Management’s Universal Technical Institute UTI Stock Holding History

Moran Wealth Management’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 		$1.99M Buy
46,613
+6,859
+17% +$264K 0.05% 327
2026
Q1 		$1.44M Buy
39,754
+13,233
+50% +$418K 0.04% 335
2025
Q4 		$693K Buy
26,521
+2,348
+10% +$66.5K 0.02% 376
2025
Q3 		$787K Buy
+24,173
New +$710K 0.02% 366

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

Moran Wealth Management's UTI Position: Q2 2026 in Review

Moran Wealth Management increased its Universal Technical Institute (UTI) stake by 17% in Q2 2026, buying an estimated $264K and bringing the position to 46,613 shares worth $1.99M. The position accounts for 0.05% of the portfolio, ranked #327.

Moran Wealth Management first reported a position in UTI in Q3 2025 and has held it in 4 quarters since. 263 funds tracked by Wall St. Rank hold UTI as of Q2 2026.

  • Moran Wealth Management held 46,613 shares of Universal Technical Institute worth $1.99M as of Q2 2026.
  • Moran Wealth Management bought 6,859 Universal Technical Institute shares in Q2 2026, an estimated $264K.
  • Universal Technical Institute made up 0.05% of Moran Wealth Management's portfolio in Q2 2026, its #327 holding.
  • Moran Wealth Management first reported a position in Universal Technical Institute in Q3 2025 and has held it in 4 quarters since.
  • 263 funds tracked by Wall St. Rank held Universal Technical Institute as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.