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NewEdge Advisors’s Universal Technical Institute UTI Stock Holding History

NewEdge Advisors’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
-2,211
Closed -$74.9K – 4257
2025
Q2 		$74.9K Hold
2,211
– – ﹤0.01% 2529
2025
Q1 		$56.8K Buy
+2,211
New +$59.6K ﹤0.01% 2513

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CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NewEdge Advisors's UTI Position: Q3 2025 in Review

NewEdge Advisors sold out of Universal Technical Institute (UTI) in Q3 2025, closing a stake of 2,211 shares — an estimated $74.9K sold.

NewEdge Advisors first reported a position in UTI in Q1 2025 and held it in 2 quarters. The position peaked at $74.9K in Q2 2025. 243 funds tracked by Wall St. Rank hold UTI as of Q3 2025.

  • NewEdge Advisors reported no remaining Universal Technical Institute position as of Q3 2025 after selling out during the quarter.
  • NewEdge Advisors sold 2,211 Universal Technical Institute shares in Q3 2025, an estimated $74.9K.
  • NewEdge Advisors first reported a position in Universal Technical Institute in Q1 2025 and held it in 2 quarters.
  • NewEdge Advisors's Universal Technical Institute position peaked at $74.9K in Q2 2025.
  • 243 funds tracked by Wall St. Rank held Universal Technical Institute as of Q3 2025.

Based on NewEdge Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.