Rothschild Investment LLC’s Universal Technical Institute UTI Stock Holding History

Rothschild Investment LLC’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	$726K	Sell	16,972 -10,638	-39%	-$409K	0.03%	497
2026 Q1	$997K	Sell	27,610 -9,113	-25%	-$288K	0.05%	273
2025 Q4	$960K	Buy	36,723 +26	+0.1%	+$736	0.05%	255
2025 Q3	$1.19M	Sell	36,697 -1,783	-5%	-$52.4K	0.07%	208
2025 Q2	$1.3M	Buy	38,480 +20	+0.1%	+$628	0.08%	191
2025 Q1	$988K	Sell	38,460 -19,328	-33%	-$521K	0.07%	228
2024 Q4	$1.49M	Sell	57,788 -205	-0.4%	-$4.27K	0.1%	179
2024 Q3	$943K	Sell	57,993 -288	-0.5%	-$4.94K	0.06%	243
2024 Q2	$917K	Buy	58,281 +841	+1%	+$12.6K	0.06%	236
2024 Q1	$916K	Buy	57,440 +55,621	+3,058%	+$808K	0.07%	241
2023 Q4	$22.8K	Sell	1,819 -36,232	-95%	-$367K	﹤0.01%	823
2023 Q3	$319K	Sell	38,051 -462	-1%	-$3.6K	0.03%	377
2023 Q2	$267K	Buy	38,513 +206	+0.5%	+$1.39K	0.02%	416
2023 Q1	$282K	Hold	38,307	–	–	0.02%	392
2022 Q4	$258K	Buy	+38,307	New	+$253K	0.02%	399

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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

Rothschild Investment LLC's UTI Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Universal Technical Institute (UTI) stake by 39% in Q2 2026, selling an estimated $409K and leaving 16,972 shares worth $726K. The position accounts for 0.03% of the portfolio, ranked #497.

Rothschild Investment LLC first reported a position in UTI in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.49M in Q4 2024. 91 funds tracked by Wall St. Rank hold UTI as of Q2 2026.

Rothschild Investment LLC held 16,972 shares of Universal Technical Institute worth $726K as of Q2 2026.
Rothschild Investment LLC sold 10,638 Universal Technical Institute shares in Q2 2026, an estimated $409K.
Universal Technical Institute made up 0.03% of Rothschild Investment LLC's portfolio in Q2 2026, its #497 holding.
Rothschild Investment LLC first reported a position in Universal Technical Institute in Q4 2022 and has held it in 15 quarters since.
Rothschild Investment LLC's Universal Technical Institute position peaked at $1.49M in Q4 2024.
91 funds tracked by Wall St. Rank held Universal Technical Institute as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.