Needham Investment Management’s Universal Technical Institute UTI Stock Holding History

Needham Investment 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	$48.3M	Buy	1,130,000 +100,000	+10%	+$3.84M	1.45%	18
2026 Q1	$37.2M	Buy	1,030,000 +222,500	+28%	+$7.02M	1.9%	11
2025 Q4	$21.1M	Buy	807,500 +257,500	+47%	+$7.29M	1.33%	23
2025 Q3	$17.9M	Buy	550,000 +239,000	+77%	+$7.02M	1.25%	25
2025 Q2	$10.5M	Buy	311,000 +5,000	+2%	+$157K	0.84%	40
2025 Q1	$7.86M	Hold	306,000	–	–	0.74%	46
2024 Q4	$7.87M	Buy	306,000 +6,000	+2%	+$125K	0.61%	55
2024 Q3	$4.88M	Buy	300,000 +10,000	+3%	+$171K	0.37%	75
2024 Q2	$4.56M	Buy	+290,000	New	+$4.34M	0.37%	74

Other funds holding UTI

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 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 Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Praetorian PR Rincon, Puerto Rico $314M AUM 48.29% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Needham Investment Management's UTI Position: Q2 2026 in Review

Needham Investment Management increased its Universal Technical Institute (UTI) stake by 9.7% in Q2 2026, buying an estimated $3.84M and bringing the position to 1,130,000 shares worth $48.3M. The position accounts for 1.45% of the portfolio, ranked #18.

Needham Investment Management first reported a position in UTI in Q2 2024 and has held it in 9 quarters since. 263 funds tracked by Wall St. Rank hold UTI as of Q2 2026.

Needham Investment Management held 1,130,000 shares of Universal Technical Institute worth $48.3M as of Q2 2026.
Needham Investment Management bought 100,000 Universal Technical Institute shares in Q2 2026, an estimated $3.84M.
Universal Technical Institute made up 1.45% of Needham Investment Management's portfolio in Q2 2026, its #18 holding.
Needham Investment Management first reported a position in Universal Technical Institute in Q2 2024 and has held it in 9 quarters since.
263 funds tracked by Wall St. Rank held Universal Technical Institute as of Q2 2026.

Based on Needham Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.