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Pembroke Management’s Universal Technical Institute UTI Stock Holding History

Pembroke 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
2026
Q2 		$5.9M Sell
137,993
-24,860
-15% -$955K 0.76% 37
2026
Q1 		$5.88M Sell
162,853
-120,302
-42% -$3.8M 0.85% 32
2025
Q4 		$7.4M Sell
283,155
-12,854
-4% -$364K 0.76% 37
2025
Q3 		$9.64M Sell
296,009
-12,718
-4% -$374K 0.96% 34
2025
Q2 		$10.5M Sell
308,727
-11,990
-4% -$376K 1.27% 32
2025
Q1 		$8.24M Sell
320,717
-182,290
-36% -$4.92M 1.2% 36
2024
Q4 		$12.9M Buy
503,007
+92,844
+23% +$1.93M 1.61% 30
2024
Q3 		$6.67M Buy
410,163
+40,855
+11% +$700K 0.85% 35
2024
Q2 		$5.81M Buy
369,308
+319,820
+646% +$4.79M 0.78% 39
2024
Q1 		$789K Sell
49,488
-11,060
-18% -$161K 0.09% 58
2023
Q4 		$758K Hold
60,548
– – 0.09% 58
2023
Q3 		$507K Hold
60,548
– – 0.07% 56
2023
Q2 		$418K Hold
60,548
– – 0.05% 60
2023
Q1 		$447K Buy
60,548
+32,576
+116% +$232K 0.05% 62
2022
Q4 		$188K Buy
27,972
+3,575
+15% +$23.6K 0.02% 66
2022
Q3 		$132K Buy
24,397
+5,209
+27% +$36.4K 0.01% 66
2022
Q2 		$136K Buy
+19,188
New +$169K 0.01% 64

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

Pembroke Management's UTI Position: Q2 2026 in Review

Pembroke Management reduced its Universal Technical Institute (UTI) stake by 15% in Q2 2026, selling an estimated $955K and leaving 137,993 shares worth $5.9M. The position accounts for 0.76% of the portfolio, ranked #37.

Pembroke Management first reported a position in UTI in Q2 2022 and has held it in 17 quarters since. The position peaked at $12.9M in Q4 2024. 262 funds tracked by Wall St. Rank hold UTI as of Q2 2026.

  • Pembroke Management held 137,993 shares of Universal Technical Institute worth $5.9M as of Q2 2026.
  • Pembroke Management sold 24,860 Universal Technical Institute shares in Q2 2026, an estimated $955K.
  • Universal Technical Institute made up 0.76% of Pembroke Management's portfolio in Q2 2026, its #37 holding.
  • Pembroke Management first reported a position in Universal Technical Institute in Q2 2022 and has held it in 17 quarters since.
  • Pembroke Management's Universal Technical Institute position peaked at $12.9M in Q4 2024.
  • 262 funds tracked by Wall St. Rank held Universal Technical Institute as of Q2 2026.

Based on Pembroke Management's 13F filing for Q2 2026, filed 22 Jul 2026.