Principal Financial Group’s Universal Technical Institute UTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-82,158
| Closed | -$2.15M | – | 2295 |
|
|
2025
Q4 | $2.15M | Buy |
82,158
+29,735
| +57% | +$842K | ﹤0.01% | 1828 |
|
|
2025
Q3 | $1.71M | Buy |
52,423
+23,650
| +82% | +$695K | ﹤0.01% | 1836 |
|
|
2025
Q2 | $975K | Buy |
28,773
+1,374
| +5% | +$43.1K | ﹤0.01% | 1891 |
|
|
2025
Q1 | $704K | Buy |
27,399
+776
| +3% | +$20.9K | ﹤0.01% | 1891 |
|
|
2024
Q4 | $684K | Buy |
26,623
+2,335
| +10% | +$48.6K | ﹤0.01% | 1923 |
|
|
2024
Q3 | $395K | Buy |
+24,288
| New | +$416K | ﹤0.01% | 1992 |
|
|
2022
Q3 | – | Sell |
-12,505
| Closed | -$89K | – | 2575 |
|
|
2022
Q2 | $89K | Buy |
+12,505
| New | +$110K | ﹤0.01% | 2405 |
|
|
2016
Q4 | – | Sell |
-151,482
| Closed | -$270K | – | 2250 |
|
|
2016
Q3 | $270K | Buy |
151,482
+2,441
| +2% | +$5.69K | ﹤0.01% | 1971 |
|
|
2016
Q2 | $337K | Buy |
149,041
+4,649
| +3% | +$15.9K | ﹤0.01% | 1915 |
|
|
2016
Q1 | $622K | Buy |
144,392
+5,626
| +4% | +$22K | ﹤0.01% | 1795 |
|
|
2015
Q4 | $647K | Buy |
138,766
+6,628
| +5% | +$30.8K | ﹤0.01% | 1828 |
|
|
2015
Q3 | $464K | Buy |
132,138
+4,221
| +3% | +$23.6K | ﹤0.01% | 1875 |
|
|
2015
Q2 | $1.1M | Sell |
127,917
-5,934
| -4% | -$53.6K | ﹤0.01% | 1774 |
|
|
2015
Q1 | $1.28M | Buy |
133,851
+3,021
| +2% | +$28.1K | ﹤0.01% | 1730 |
|
|
2014
Q4 | $1.29M | Buy |
130,830
+2,103
| +2% | +$22.1K | ﹤0.01% | 1759 |
|
|
2014
Q3 | $1.2M | Sell |
128,727
-372
| -0.3% | -$4.21K | ﹤0.01% | 1740 |
|
|
2014
Q2 | $1.57M | Buy |
129,099
+587
| +0.5% | +$6.97K | ﹤0.01% | 1735 |
|
|
2014
Q1 | $1.66M | Buy |
128,512
+4,827
| +4% | +$63.4K | ﹤0.01% | 1689 |
|
|
2013
Q4 | $1.72M | Buy |
123,685
+8,619
| +7% | +$114K | ﹤0.01% | 1698 |
|
|
2013
Q3 | $1.4M | Buy |
115,066
+2,936
| +3% | +$33.5K | ﹤0.01% | 1701 |
|
|
2013
Q2 | $1.16M | Buy |
+112,130
| New | +$1.29M | ﹤0.01% | 1701 |
|
Other funds holding UTI
CCM
VCM
CAM
WA
DCM
HRCM
