O'Shaughnessy Asset Management’s Universal Technical Institute UTI Stock Holding History

O'Shaughnessy Asset Management’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 Q4	–	Sell	-6,594	Closed	-$215K	–	2752
2025 Q3	$215K	Buy	+6,594	New	+$194K	﹤0.01%	1934
2021 Q4	–	Sell	-1,008	Closed	-$7K	–	2438
2021 Q3	$7K	Hold	1,008	–	–	﹤0.01%	2263
2021 Q2	$7K	Sell	1,008 -4,012	-80%	-$23.7K	﹤0.01%	2087
2021 Q1	$29K	Sell	5,020 -21,958	-81%	-$136K	﹤0.01%	1564
2020 Q4	$174K	Sell	26,978 -15,208	-36%	-$87.1K	﹤0.01%	872
2020 Q3	$214K	Sell	42,186 -8,762	-17%	-$61.6K	0.01%	676
2020 Q2	$354K	Buy	50,948 +3,764	+8%	+$24.7K	0.01%	486
2020 Q1	$280K	Buy	47,184 +34,434	+270%	+$244K	0.01%	382
2019 Q4	$98K	Buy	+12,750	New	+$76.8K	﹤0.01%	804

Other funds holding UTI

CCM

Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

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

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

O'Shaughnessy Asset Management's UTI Position: Q4 2025 in Review

O'Shaughnessy Asset Management sold out of Universal Technical Institute (UTI) in Q4 2025, closing a stake of 6,594 shares — an estimated $215K sold.

O'Shaughnessy Asset Management first reported a position in UTI in Q4 2019 and held it in 9 quarters. The position peaked at $354K in Q2 2020. 228 funds tracked by Wall St. Rank hold UTI as of Q4 2025.

O'Shaughnessy Asset Management reported no remaining Universal Technical Institute position as of Q4 2025 after selling out during the quarter.
O'Shaughnessy Asset Management sold 6,594 Universal Technical Institute shares in Q4 2025, an estimated $215K.
O'Shaughnessy Asset Management first reported a position in Universal Technical Institute in Q4 2019 and held it in 9 quarters.
O'Shaughnessy Asset Management's Universal Technical Institute position peaked at $354K in Q2 2020.
228 funds tracked by Wall St. Rank held Universal Technical Institute as of Q4 2025.

Based on O'Shaughnessy Asset Management's 13F filing for Q4 2025, filed 11 Feb 2026.