Raymond James Financial
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Raymond James Financial’s Universal Technical Institute UTI Stock Holding History

Raymond James Financial’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 		$30.9M Buy
722,511
+264,831
+58% +$10.2M 0.01% 1258
2026
Q1 		$16.8M Buy
457,680
+103,233
+29% +$3.26M 0.01% 1602
2025
Q4 		$9.37M Sell
354,447
-95,862
-21% -$2.71M ﹤0.01% 2019
2025
Q3 		$14.7M Buy
450,309
+239,855
+114% +$7.05M ﹤0.01% 1636
2025
Q2 		$7.13M Buy
210,454
+3,793
+2% +$119K ﹤0.01% 2130
2025
Q1 		$5.31M Buy
206,661
+168,034
+435% +$4.53M ﹤0.01% 2288
2024
Q4 		$993K Buy
+38,627
New +$804K ﹤0.01% 3455

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 $3.38T AUM 44.17% 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

Raymond James Financial's UTI Position: Q2 2026 in Review

Raymond James Financial increased its Universal Technical Institute (UTI) stake by 58% in Q2 2026, buying an estimated $10.2M and bringing the position to 722,511 shares worth $30.9M. The position accounts for 0.01% of the portfolio, ranked #1258.

Raymond James Financial first reported a position in UTI in Q4 2024 and has held it in 7 quarters since. 263 funds tracked by Wall St. Rank hold UTI as of Q2 2026.

  • Raymond James Financial held 722,511 shares of Universal Technical Institute worth $30.9M as of Q2 2026.
  • Raymond James Financial bought 264,831 Universal Technical Institute shares in Q2 2026, an estimated $10.2M.
  • Universal Technical Institute made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #1258 holding.
  • Raymond James Financial first reported a position in Universal Technical Institute in Q4 2024 and has held it in 7 quarters since.
  • 263 funds tracked by Wall St. Rank held Universal Technical Institute as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.