Morgan Stanley’s Universal Technical Institute UTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $19.6M | Sell |
542,912
-10,505
| -2% | -$332K | ﹤0.01% | 2985 |
|
|
2025
Q4 | $14.5M | Sell |
553,417
-140,177
| -20% | -$3.97M | ﹤0.01% | 3242 |
|
|
2025
Q3 | $22.6M | Sell |
693,594
-235,088
| -25% | -$6.91M | ﹤0.01% | 2771 |
|
|
2025
Q2 | $31.5M | Sell |
928,682
-173,232
| -16% | -$5.44M | ﹤0.01% | 2360 |
|
|
2025
Q1 | $28.3M | Buy |
1,101,914
+167,210
| +18% | +$4.51M | ﹤0.01% | 2336 |
|
|
2024
Q4 | $24M | Sell |
934,704
-183,585
| -16% | -$3.82M | ﹤0.01% | 2579 |
|
|
2024
Q3 | $18.2M | Buy |
1,118,289
+243,477
| +28% | +$4.17M | ﹤0.01% | 2893 |
|
|
2024
Q2 | $13.8M | Sell |
874,812
-1,123,804
| -56% | -$16.8M | ﹤0.01% | 3056 |
|
|
2024
Q1 | $31.9M | Buy |
1,998,616
+82,384
| +4% | +$1.2M | ﹤0.01% | 2187 |
|
|
2023
Q4 | $24M | Buy |
1,916,232
+1,174,560
| +158% | +$11.9M | ﹤0.01% | 3166 |
|
|
2023
Q3 | $6.22M | Sell |
741,672
-5,015
| -0.7% | -$39K | ﹤0.01% | 3559 |
|
|
2023
Q2 | $5.16M | Buy |
746,687
+6,151
| +0.8% | +$41.4K | ﹤0.01% | 3757 |
|
|
2023
Q1 | $5.47M | Buy |
740,536
+2,296
| +0.3% | +$16.4K | ﹤0.01% | 3712 |
|
|
2022
Q4 | $4.96M | Sell |
738,240
-21,820
| -3% | -$144K | ﹤0.01% | 3774 |
|
|
2022
Q3 | $4.13M | Sell |
760,060
-23,682
| -3% | -$166K | ﹤0.01% | 3847 |
|
|
2022
Q2 | $5.59M | Buy |
783,742
+6,112
| +0.8% | +$53.9K | ﹤0.01% | 3665 |
|
|
2022
Q1 | $6.88M | Buy |
777,630
+13,190
| +2% | +$108K | ﹤0.01% | 3333 |
|
|
2021
Q4 | $5.98M | Buy |
764,440
+21,071
| +3% | +$157K | ﹤0.01% | 3530 |
|
|
2021
Q3 | $5.03M | Sell |
743,369
-13,071
| -2% | -$85.3K | ﹤0.01% | 3700 |
|
|
2021
Q2 | $4.91M | Buy |
756,440
+716,486
| +1,793% | +$4.23M | ﹤0.01% | 3793 |
|
|
2021
Q1 | $233K | Buy |
39,954
+9,637
| +32% | +$59.5K | ﹤0.01% | 5573 |
|
|
2020
Q4 | $196K | Buy |
30,317
+25,510
| +531% | +$146K | ﹤0.01% | 5600 |
|
|
2020
Q3 | $25K | Sell |
4,807
-16,192
| -77% | -$114K | ﹤0.01% | 5980 |
|
|
2020
Q2 | $145K | Buy |
20,999
+13,027
| +163% | +$85.5K | ﹤0.01% | 5226 |
|
|
2020
Q1 | $48K | Sell |
7,972
-1,121
| -12% | -$7.94K | ﹤0.01% | 5479 |
|
|
2019
Q4 | $70K | Buy |
9,093
+5,232
| +136% | +$31.5K | ﹤0.01% | 5769 |
|
|
2019
Q3 | $21K | Buy |
3,861
+1,147
| +42% | +$5.07K | ﹤0.01% | 5996 |
|
|
2019
Q2 | $9K | Sell |
2,714
-1,081
| -28% | -$3.67K | ﹤0.01% | 6171 |
|
|
2019
Q1 | $13K | Buy |
3,795
+3,221
| +561% | +$11.4K | ﹤0.01% | 6124 |
|
|
2018
Q4 | $1K | Buy |
574
+117
| +26% | +$332 | ﹤0.01% | 6522 |
|
|
2018
Q3 | $1K | Buy |
457
+360
| +371% | +$1.05K | ﹤0.01% | 6655 |
|
|
2018
Q2 | $0 | Hold |
97
| – | – | ﹤0.01% | 6757 |
|
|
2018
Q1 | $0 | Hold |
97
| – | – | ﹤0.01% | 6702 |
|
|
2017
Q4 | $0 | Sell |
97
-25
| -20% | -$79 | ﹤0.01% | 6655 |
|
|
2017
Q3 | $0 | Sell |
122
-27,097
| -100% | -$95K | ﹤0.01% | 6621 |
|
|
2017
Q2 | $97K | Buy |
27,219
+21,164
| +350% | +$76.3K | ﹤0.01% | 5646 |
|
|
2017
Q1 | $21K | Sell |
6,055
-1,706
| -22% | -$5.77K | ﹤0.01% | 6075 |
|
|
2016
Q4 | $23K | Sell |
7,761
-73,044
| -90% | -$169K | ﹤0.01% | 5971 |
|
|
2016
Q3 | $144K | Sell |
80,805
-33,660
| -29% | -$78.5K | ﹤0.01% | 5154 |
|
|
2016
Q2 | $258K | Buy |
114,465
+14,186
| +14% | +$48.4K | ﹤0.01% | 4806 |
|
|
2016
Q1 | $432K | Sell |
100,279
-140,688
| -58% | -$550K | ﹤0.01% | 4538 |
|
|
2015
Q4 | $1.12M | Sell |
240,967
-494,192
| -67% | -$2.29M | ﹤0.01% | 3976 |
|
|
2015
Q3 | $2.58M | Sell |
735,159
-8,811
| -1% | -$49.3K | ﹤0.01% | 3262 |
|
|
2015
Q2 | $6.4M | Buy |
743,970
+5,773
| +0.8% | +$52.2K | ﹤0.01% | 2577 |
|
|
2015
Q1 | $7.09M | Buy |
738,197
+171,739
| +30% | +$1.6M | ﹤0.01% | 2412 |
|
|
2014
Q4 | $5.57M | Buy |
566,458
+235,898
| +71% | +$2.48M | ﹤0.01% | 2627 |
|
|
2014
Q3 | $3.09M | Buy |
330,560
+274,313
| +488% | +$3.1M | ﹤0.01% | 3081 |
|
|
2014
Q2 | $683K | Buy |
56,247
+47,159
| +519% | +$560K | ﹤0.01% | 4354 |
|
|
2014
Q1 | $118K | Sell |
9,088
-1,610
| -15% | -$21.2K | ﹤0.01% | 5378 |
|
|
2013
Q4 | $149K | Buy |
+10,698
| New | +$142K | ﹤0.01% | 5169 |
|
Other funds holding UTI
CCM
VCM
CAM
WA
DCM
HRCM
