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Root Financial Partners’s Universal Technical Institute UTI Stock Holding History

Root Financial Partners’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 		– Sell
-22
Closed -$794 – 3051
2026
Q1 		$794 Buy
+22
New +$694 ﹤0.01% 2689

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GWMI
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PM
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IP
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New York State Common Retirement Fund
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CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
CPC
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AAS
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Root Financial Partners's UTI Position: Q2 2026 in Review

Root Financial Partners sold out of Universal Technical Institute (UTI) in Q2 2026, closing a stake of 22 shares — an estimated $794 sold.

Root Financial Partners first reported a position in UTI in Q1 2026 and held it in 1 quarter. The position peaked at $794 in Q1 2026. 56 funds tracked by Wall St. Rank hold UTI as of Q2 2026.

  • Root Financial Partners reported no remaining Universal Technical Institute position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 22 Universal Technical Institute shares in Q2 2026, an estimated $794.
  • Root Financial Partners first reported a position in Universal Technical Institute in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Universal Technical Institute position peaked at $794 in Q1 2026.
  • 56 funds tracked by Wall St. Rank held Universal Technical Institute as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.