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Newbridge Financial Services Group’s Universal Technical Institute UTI Stock Holding History

Newbridge Financial Services Group’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
2025
Q3 		– Sell
-800
Closed -$27.1K – 1390
2025
Q2 		$27.1K Buy
+800
New +$25.1K ﹤0.01% 642

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CAM
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HRCM
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Macquarie Group
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Newbridge Financial Services Group's UTI Position: Q3 2025 in Review

Newbridge Financial Services Group sold out of Universal Technical Institute (UTI) in Q3 2025, closing a stake of 800 shares — an estimated $27.1K sold.

Newbridge Financial Services Group first reported a position in UTI in Q2 2025 and held it in 1 quarter. The position peaked at $27.1K in Q2 2025. 243 funds tracked by Wall St. Rank hold UTI as of Q3 2025.

  • Newbridge Financial Services Group reported no remaining Universal Technical Institute position as of Q3 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 800 Universal Technical Institute shares in Q3 2025, an estimated $27.1K.
  • Newbridge Financial Services Group first reported a position in Universal Technical Institute in Q2 2025 and held it in 1 quarter.
  • Newbridge Financial Services Group's Universal Technical Institute position peaked at $27.1K in Q2 2025.
  • 243 funds tracked by Wall St. Rank held Universal Technical Institute as of Q3 2025.

Based on Newbridge Financial Services Group's 13F filing for Q3 2025, filed 13 Nov 2025.