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
Q2 		$10.3M Sell
241,141
-2,349
-1% -$90.3K 0.01% 1018
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

BlackRock
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
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Thrivent Financial for Lutherans
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
PP
Praetorian PR Rincon, Puerto Rico $314M AUM 48.29% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Osaic Holdings's UTI Position: Q2 2026 in Review

Osaic Holdings reduced its Universal Technical Institute (UTI) stake by 0.96% in Q2 2026, selling an estimated $90.3K and leaving 241,141 shares worth $10.3M. The position accounts for 0.01% of the portfolio, ranked #1018.

Osaic Holdings first reported a position in UTI in Q1 2020 and has held it in 26 quarters since. 263 funds tracked by Wall St. Rank hold UTI as of Q2 2026.

  • Osaic Holdings held 241,141 shares of Universal Technical Institute worth $10.3M as of Q2 2026.
  • Osaic Holdings sold 2,349 Universal Technical Institute shares in Q2 2026, an estimated $90.3K.
  • Universal Technical Institute made up 0.01% of Osaic Holdings's portfolio in Q2 2026, its #1018 holding.
  • Osaic Holdings first reported a position in Universal Technical Institute in Q1 2020 and has held it in 26 quarters since.
  • 263 funds tracked by Wall St. Rank held Universal Technical Institute as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.