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Park Square Financial Group’s Universal Technical Institute UTI Stock Holding History

Park Square Financial Group’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
-761
Closed -$25.8K – 913
2025
Q2 		$25.8K Hold
761
– – 0.02% 410
2025
Q1 		$19.5K Hold
761
– – 0.02% 447
2024
Q4 		$19.6K Buy
+761
New +$15.8K 0.01% 438

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WA
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CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Park Square Financial Group's UTI Position: Q3 2025 in Review

Park Square Financial Group sold out of Universal Technical Institute (UTI) in Q3 2025, closing a stake of 761 shares — an estimated $25.8K sold.

Park Square Financial Group first reported a position in UTI in Q4 2024 and held it in 3 quarters. The position peaked at $25.8K in Q2 2025. 243 funds tracked by Wall St. Rank hold UTI as of Q3 2025.

  • Park Square Financial Group reported no remaining Universal Technical Institute position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 761 Universal Technical Institute shares in Q3 2025, an estimated $25.8K.
  • Park Square Financial Group first reported a position in Universal Technical Institute in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's Universal Technical Institute position peaked at $25.8K in Q2 2025.
  • 243 funds tracked by Wall St. Rank held Universal Technical Institute as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.