Rockefeller Capital Management
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Rockefeller Capital Management’s Universal Technical Institute UTI Stock Holding History

Rockefeller Capital 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
Q2 		$21.5M Buy
503,381
+99,186
+25% +$3.81M 0.03% 465
2026
Q1 		$14.6M Sell
404,195
-85,988
-18% -$2.71M 0.03% 542
2025
Q4 		$12.8M Sell
490,183
-245,985
-33% -$6.97M 0.02% 573
2025
Q3 		$24M Buy
736,168
+491,230
+201% +$14.4M 0.05% 361
2025
Q2 		$8.3M Buy
+244,938
New +$7.69M 0.02% 660
2023
Q1 		– Sell
-1,500
Closed -$10K – 3802
2022
Q4 		$10K Hold
1,500
– – ﹤0.01% 3090
2022
Q3 		$8K Hold
1,500
– – ﹤0.01% 3201
2022
Q2 		$10K Hold
1,500
– – ﹤0.01% 3137
2022
Q1 		$13K Hold
1,500
– – ﹤0.01% 2931
2021
Q4 		$11K Hold
1,500
– – ﹤0.01% 2946
2021
Q3 		$10K Hold
1,500
– – ﹤0.01% 2904
2021
Q2 		$9K Hold
1,500
– – ﹤0.01% 2828
2021
Q1 		$8K Hold
1,500
– – ﹤0.01% 2705
2020
Q4 		$9K Sell
1,500
-1,250
-45% -$7.16K ﹤0.01% 2282
2020
Q3 		$13K Buy
2,750
+1,250
+83% +$8.79K ﹤0.01% 1947
2020
Q2 		$10K Hold
1,500
– – ﹤0.01% 1906
2020
Q1 		$9K Buy
+1,500
New +$10.6K ﹤0.01% 1784

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 $3.37T AUM 44.26% 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

Rockefeller Capital Management's UTI Position: Q2 2026 in Review

Rockefeller Capital Management increased its Universal Technical Institute (UTI) stake by 25% in Q2 2026, buying an estimated $3.81M and bringing the position to 503,381 shares worth $21.5M. The position accounts for 0.03% of the portfolio, ranked #465.

Rockefeller Capital Management first reported a position in UTI in Q1 2020 and has held it in 17 quarters since. The position peaked at $24M in Q3 2025. 263 funds tracked by Wall St. Rank hold UTI as of Q2 2026.

  • Rockefeller Capital Management held 503,381 shares of Universal Technical Institute worth $21.5M as of Q2 2026.
  • Rockefeller Capital Management bought 99,186 Universal Technical Institute shares in Q2 2026, an estimated $3.81M.
  • Universal Technical Institute made up 0.03% of Rockefeller Capital Management's portfolio in Q2 2026, its #465 holding.
  • Rockefeller Capital Management first reported a position in Universal Technical Institute in Q1 2020 and has held it in 17 quarters since.
  • Rockefeller Capital Management's Universal Technical Institute position peaked at $24M in Q3 2025.
  • 263 funds tracked by Wall St. Rank held Universal Technical Institute as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.