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Portside Wealth Group’s Universal Technical Institute UTI Stock Holding History

Portside Wealth 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
2026
Q2 		$760K Buy
17,774
+1,055
+6% +$40.5K 0.09% 226
2026
Q1 		$604K Buy
+16,719
New +$528K 0.08% 225

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

Portside Wealth Group's UTI Position: Q2 2026 in Review

Portside Wealth Group increased its Universal Technical Institute (UTI) stake by 6.3% in Q2 2026, buying an estimated $40.5K and bringing the position to 17,774 shares worth $760K. The position accounts for 0.09% of the portfolio, ranked #226.

Portside Wealth Group first reported a position in UTI in Q1 2026 and has held it in 2 quarters since. 263 funds tracked by Wall St. Rank hold UTI as of Q2 2026.

  • Portside Wealth Group held 17,774 shares of Universal Technical Institute worth $760K as of Q2 2026.
  • Portside Wealth Group bought 1,055 Universal Technical Institute shares in Q2 2026, an estimated $40.5K.
  • Universal Technical Institute made up 0.09% of Portside Wealth Group's portfolio in Q2 2026, its #226 holding.
  • Portside Wealth Group first reported a position in Universal Technical Institute in Q1 2026 and has held it in 2 quarters since.
  • 263 funds tracked by Wall St. Rank held Universal Technical Institute as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.