Osaic Holdings
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Osaic Holdings’s Universal Technical Institute UTI Stock Holding History

Osaic Holdings’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
Q1 		$8.79M Buy
243,490
+90,330
+59% +$2.85M 0.01% 997
2025
Q4 		$4M Sell
153,160
-108,567
-41% -$3.07M 0.01% 1537
2025
Q3 		$8.46M Buy
261,727
+250,563
+2,244% +$7.36M 0.01% 1120
2025
Q2 		$378K Sell
11,164
-880
-7% -$27.6K ﹤0.01% 3381
2025
Q1 		$309K Sell
12,044
-1,035
-8% -$27.9K ﹤0.01% 3272
2024
Q4 		$336K Sell
13,079
-1,182
-8% -$24.6K ﹤0.01% 3153
2024
Q3 		$232K Sell
14,261
-1,259
-8% -$21.6K ﹤0.01% 3530
2024
Q2 		$244K Buy
15,520
+1,464
+10% +$21.9K ﹤0.01% 3381
2024
Q1 		$224K Buy
14,056
+10,013
+248% +$145K ﹤0.01% 3586
2023
Q4 		$50.6K Buy
4,043
+500
+14% +$5.07K ﹤0.01% 4903
2023
Q3 		$29.7K Hold
3,543
– – ﹤0.01% 5323
2023
Q2 		$24.5K Buy
3,543
+88
+3% +$593 ﹤0.01% 5431
2023
Q1 		$25.5K Hold
3,455
– – ﹤0.01% 5420
2022
Q4 		$23K Sell
3,455
-4,786
-58% -$31.6K ﹤0.01% 5475
2022
Q3 		$44K Buy
8,241
+200
+2% +$1.4K ﹤0.01% 5015
2022
Q2 		$57K Hold
8,041
– – ﹤0.01% 4862
2022
Q1 		$72K Hold
8,041
– – ﹤0.01% 4824
2021
Q4 		$63K Buy
8,041
+3,000
+60% +$22.4K ﹤0.01% 4972
2021
Q3 		$34K Buy
5,041
+1,481
+42% +$9.66K ﹤0.01% 5403
2021
Q2 		$23K Buy
3,560
+3,110
+691% +$18.4K ﹤0.01% 5583
2021
Q1 		$3K Hold
450
– – ﹤0.01% 6406
2020
Q4 		$3K Sell
450
-500
-53% -$2.86K ﹤0.01% 5989
2020
Q3 		$5K Buy
950
+200
+27% +$1.41K ﹤0.01% 5590
2020
Q2 		$5K Sell
750
-500
-40% -$3.28K ﹤0.01% 5498
2020
Q1 		$8K Buy
+1,250
New +$8.85K ﹤0.01% 5148

Other funds holding UTI

CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Osaic Holdings's UTI Position: Q1 2026 in Review

Osaic Holdings increased its Universal Technical Institute (UTI) stake by 59% in Q1 2026, buying an estimated $2.85M and bringing the position to 243,490 shares worth $8.79M. The position accounts for 0.01% of the portfolio, ranked #997.

Osaic Holdings first reported a position in UTI in Q1 2020 and has held it in 25 quarters since. 246 funds tracked by Wall St. Rank hold UTI as of Q1 2026.

  • Osaic Holdings held 243,490 shares of Universal Technical Institute worth $8.79M as of Q1 2026.
  • Osaic Holdings bought 90,330 Universal Technical Institute shares in Q1 2026, an estimated $2.85M.
  • Universal Technical Institute made up 0.01% of Osaic Holdings's portfolio in Q1 2026, its #997 holding.
  • Osaic Holdings first reported a position in Universal Technical Institute in Q1 2020 and has held it in 25 quarters since.
  • 246 funds tracked by Wall St. Rank held Universal Technical Institute as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.