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Oppenheimer & Co’s Universal Technical Institute UTI Stock Holding History

Oppenheimer & Co’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
-8,528
Closed -$289K – 1736
2025
Q2 		$289K Buy
+8,528
New +$268K ﹤0.01% 1373
2025
Q1 		– Sell
-27,722
Closed -$713K – 1667
2024
Q4 		$713K Buy
+27,722
New +$577K 0.01% 931

Other funds holding UTI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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

Oppenheimer & Co's UTI Position: Q3 2025 in Review

Oppenheimer & Co sold out of Universal Technical Institute (UTI) in Q3 2025, closing a stake of 8,528 shares — an estimated $289K sold.

Oppenheimer & Co first reported a position in UTI in Q4 2024 and held it in 2 quarters. The position peaked at $713K in Q4 2024. 243 funds tracked by Wall St. Rank hold UTI as of Q3 2025.

  • Oppenheimer & Co reported no remaining Universal Technical Institute position as of Q3 2025 after selling out during the quarter.
  • Oppenheimer & Co sold 8,528 Universal Technical Institute shares in Q3 2025, an estimated $289K.
  • Oppenheimer & Co first reported a position in Universal Technical Institute in Q4 2024 and held it in 2 quarters.
  • Oppenheimer & Co's Universal Technical Institute position peaked at $713K in Q4 2024.
  • 243 funds tracked by Wall St. Rank held Universal Technical Institute as of Q3 2025.

Based on Oppenheimer & Co's 13F filing for Q3 2025, filed 6 Nov 2025.