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Principal Securities’s Universal Technical Institute UTI Stock Holding History

Principal Securities’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
-822
Closed -$26.8K – 3404
2025
Q3 		$26.8K Buy
822
+155
+23% +$4.55K ﹤0.01% 2262
2025
Q2 		$22.6K Buy
667
+367
+122% +$11.5K ﹤0.01% 2252
2025
Q1 		$7.71K Hold
300
– – ﹤0.01% 2625
2024
Q4 		$7.71K Buy
300
+100
+50% +$2.08K ﹤0.01% 2621
2024
Q3 		$3.25K Hold
200
– – ﹤0.01% 2816
2024
Q2 		$3.15K Hold
200
– – ﹤0.01% 2787
2024
Q1 		$3.19K Hold
200
– – ﹤0.01% 2747
2023
Q4 		$2.5K Buy
+200
New +$2.03K ﹤0.01% 2751

Other funds holding UTI

CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
WA
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 $9.98B AUM 145.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Principal Securities's UTI Position: Q4 2025 in Review

Principal Securities sold out of Universal Technical Institute (UTI) in Q4 2025, closing a stake of 822 shares — an estimated $26.8K sold.

Principal Securities first reported a position in UTI in Q4 2023 and held it in 8 quarters. The position peaked at $26.8K in Q3 2025. 228 funds tracked by Wall St. Rank hold UTI as of Q4 2025.

  • Principal Securities reported no remaining Universal Technical Institute position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 822 Universal Technical Institute shares in Q4 2025, an estimated $26.8K.
  • Principal Securities first reported a position in Universal Technical Institute in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Universal Technical Institute position peaked at $26.8K in Q3 2025.
  • 228 funds tracked by Wall St. Rank held Universal Technical Institute as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.