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Punch & Associates Investment Management’s Universal Technical Institute UTI Stock Holding History

Punch & Associates Investment 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
Q1 		$38.9M Sell
1,076,866
-92,977
-8% -$2.93M 2.24% 3
2025
Q4 		$30.6M Buy
1,169,843
+7,566
+0.7% +$214K 1.78% 7
2025
Q3 		$37.8M Buy
1,162,277
+146,117
+14% +$4.29M 2.19% 4
2025
Q2 		$34.4M Sell
1,016,160
-68,912
-6% -$2.16M 2.12% 4
2025
Q1 		$27.9M Sell
1,085,072
-508,211
-32% -$13.7M 1.83% 8
2024
Q4 		$41M Buy
1,593,283
+416,283
+35% +$8.66M 2.24% 3
2024
Q3 		$19.1M Sell
1,177,000
-6,960
-0.6% -$119K 1.06% 23
2024
Q2 		$18.6M Buy
1,183,960
+7,705
+0.7% +$115K 1.09% 19
2024
Q1 		$18.7M Sell
1,176,255
-61,105
-5% -$887K 1.07% 19
2023
Q4 		$15.5M Sell
1,237,360
-85,000
-6% -$862K 0.91% 27
2023
Q3 		$11.1M Hold
1,322,360
– – 0.71% 46
2023
Q2 		$9.14M Buy
1,322,360
+2,530
+0.2% +$17K 0.56% 77
2023
Q1 		$9.74M Buy
1,319,830
+1,500
+0.1% +$10.7K 0.63% 66
2022
Q4 		$8.86M Buy
1,318,330
+96,500
+8% +$637K 0.57% 71
2022
Q3 		$6.65M Buy
1,221,830
+197,960
+19% +$1.38M 0.46% 90
2022
Q2 		$7.3M Sell
1,023,870
-46,378
-4% -$409K 0.51% 87
2022
Q1 		$9.47M Buy
1,070,248
+9,378
+0.9% +$76.9K 0.54% 76
2021
Q4 		$8.3M Buy
1,060,870
+10,000
+1% +$74.7K 0.43% 98
2021
Q3 		$7.1M Buy
1,050,870
+77,000
+8% +$502K 0.41% 109
2021
Q2 		$6.32M Buy
973,870
+188,700
+24% +$1.11M 0.36% 114
2021
Q1 		$4.58M Buy
785,170
+21,300
+3% +$132K 0.28% 134
2020
Q4 		$4.93M Buy
763,870
+49,200
+7% +$282K 0.34% 117
2020
Q3 		$3.63M Buy
714,670
+209,670
+42% +$1.47M 0.31% 126
2020
Q2 		$3.51M Buy
+505,000
New +$3.31M 0.32% 118

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Punch & Associates Investment Management's UTI Position: Q1 2026 in Review

Punch & Associates Investment Management reduced its Universal Technical Institute (UTI) stake by 7.9% in Q1 2026, selling an estimated $2.93M and leaving 1,076,866 shares worth $38.9M. The position accounts for 2.24% of the portfolio, ranked #3.

Punch & Associates Investment Management first reported a position in UTI in Q2 2020 and has held it in 24 quarters since. The position peaked at $41M in Q4 2024. 246 funds tracked by Wall St. Rank hold UTI as of Q1 2026.

  • Punch & Associates Investment Management held 1,076,866 shares of Universal Technical Institute worth $38.9M as of Q1 2026.
  • Punch & Associates Investment Management sold 92,977 Universal Technical Institute shares in Q1 2026, an estimated $2.93M.
  • Universal Technical Institute made up 2.24% of Punch & Associates Investment Management's portfolio in Q1 2026, its #3 holding.
  • Punch & Associates Investment Management first reported a position in Universal Technical Institute in Q2 2020 and has held it in 24 quarters since.
  • Punch & Associates Investment Management's Universal Technical Institute position peaked at $41M in Q4 2024.
  • 246 funds tracked by Wall St. Rank held Universal Technical Institute as of Q1 2026.

Based on Punch & Associates Investment Management's 13F filing for Q1 2026, filed 15 May 2026.