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Round Rock Advisors’s Universal Technical Institute UTI Stock Holding History

Round Rock Advisors’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 		$913K Hold
21,346
– – 0.12% 138
2026
Q1 		$771K Buy
21,346
+5,857
+38% +$185K 0.12% 138
2025
Q4 		$405K Buy
15,489
+5,216
+51% +$148K 0.06% 225
2025
Q3 		$349K Buy
+10,273
New +$302K 0.06% 224

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

Round Rock Advisors's UTI Position: Q2 2026 in Review

Round Rock Advisors held its Universal Technical Institute (UTI) position steady in Q2 2026 at 21,346 shares worth $913K. The position accounts for 0.12% of the portfolio, ranked #138.

Round Rock Advisors first reported a position in UTI in Q3 2025 and has held it in 4 quarters since. 263 funds tracked by Wall St. Rank hold UTI as of Q2 2026.

  • Round Rock Advisors held 21,346 shares of Universal Technical Institute worth $913K as of Q2 2026.
  • Round Rock Advisors left its Universal Technical Institute share count unchanged in Q2 2026.
  • Universal Technical Institute made up 0.12% of Round Rock Advisors's portfolio in Q2 2026, its #138 holding.
  • Round Rock Advisors first reported a position in Universal Technical Institute in Q3 2025 and has held it in 4 quarters since.
  • 263 funds tracked by Wall St. Rank held Universal Technical Institute as of Q2 2026.

Based on Round Rock Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.