Register Financial Advisors’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 Q2	$1.04M	Sell	24,250 -1,475	-6%	-$56.7K	0.32%	85
2026 Q1	$929K	Sell	25,725 -4,625	-15%	-$146K	0.34%	80
2025 Q4	$793K	Buy	30,350 +15,350	+102%	+$435K	0.31%	89
2025 Q3	$488K	Buy	15,000 +3,000	+25%	+$88.2K	0.19%	110
2025 Q2	$407K	Hold	12,000	–	–	0.18%	119
2025 Q1	$308K	Sell	12,000 -8,000	-40%	-$216K	0.16%	137
2024 Q4	$514K	Hold	20,000	–	–	0.26%	94
2024 Q3	$325K	Hold	20,000	–	–	0.17%	128
2024 Q2	$315K	Buy	+20,000	New	+$299K	0.16%	126

Other funds holding UTI

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

GWMI

Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

CCG

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

Register Financial Advisors's UTI Position: Q2 2026 in Review

Register Financial Advisors reduced its Universal Technical Institute (UTI) stake by 5.7% in Q2 2026, selling an estimated $56.7K and leaving 24,250 shares worth $1.04M. The position accounts for 0.32% of the portfolio, ranked #85.

Register Financial Advisors first reported a position in UTI in Q2 2024 and has held it in 9 quarters since. 62 funds tracked by Wall St. Rank hold UTI as of Q2 2026.

Register Financial Advisors held 24,250 shares of Universal Technical Institute worth $1.04M as of Q2 2026.
Register Financial Advisors sold 1,475 Universal Technical Institute shares in Q2 2026, an estimated $56.7K.
Universal Technical Institute made up 0.32% of Register Financial Advisors's portfolio in Q2 2026, its #85 holding.
Register Financial Advisors first reported a position in Universal Technical Institute in Q2 2024 and has held it in 9 quarters since.
62 funds tracked by Wall St. Rank held Universal Technical Institute as of Q2 2026.

Based on Register Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.