Royce & Associates’s Universal Technical Institute UTI Stock Holding History

Royce & Associates’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 Q1	$37.2M	Buy	1,030,582 +347,050	+51%	+$11M	0.37%	71
2025 Q4	$17.9M	Hold	683,532	–	–	0.18%	173
2025 Q3	$22.2M	Sell	683,532 -56,000	-8%	-$1.65M	0.22%	148
2025 Q2	$25.1M	Sell	739,532 -205,000	-22%	-$6.43M	0.26%	119
2025 Q1	$24.3M	Sell	944,532 -50,000	-5%	-$1.35M	0.26%	109
2024 Q4	$25.6M	Hold	994,532	–	–	0.24%	117
2024 Q3	$16.2M	Hold	994,532	–	–	0.15%	193
2024 Q2	$15.6M	Hold	994,532	–	–	0.15%	200
2024 Q1	$15.9M	Sell	994,532 -39,500	-4%	-$574K	0.14%	200
2023 Q4	$12.9M	Sell	1,034,032 -50,000	-5%	-$507K	0.12%	231
2023 Q3	$9.08M	Hold	1,084,032	–	–	0.09%	320
2023 Q2	$7.49M	Hold	1,084,032	–	–	0.07%	397
2023 Q1	$8M	Hold	1,084,032	–	–	0.08%	367
2022 Q4	$7.28M	Hold	1,084,032	–	–	0.08%	370
2022 Q3	$5.9M	Hold	1,084,032	–	–	0.07%	414
2022 Q2	$7.73M	Hold	1,084,032	–	–	0.08%	359
2022 Q1	$9.59M	Hold	1,084,032	–	–	0.08%	376
2021 Q4	$8.48M	Hold	1,084,032	–	–	0.06%	436
2021 Q3	$7.33M	Hold	1,084,032	–	–	0.05%	503
2021 Q2	$7.04M	Hold	1,084,032	–	–	0.05%	527
2021 Q1	$6.33M	Hold	1,084,032	–	–	0.04%	553
2020 Q4	$7M	Hold	1,084,032	–	–	0.06%	478
2020 Q3	$5.51M	Hold	1,084,032	–	–	0.06%	449
2020 Q2	$7.53M	Hold	1,084,032	–	–	0.08%	349
2020 Q1	$6.45M	Buy	1,084,032 +135,000	+14%	+$956K	0.09%	305
2019 Q4	$7.32M	Buy	949,032 +175,000	+23%	+$1.05M	0.07%	399
2019 Q3	$4.21M	Hold	774,032	–	–	0.04%	519
2019 Q2	$2.65M	Hold	774,032	–	–	0.02%	654
2019 Q1	$2.64M	Hold	774,032	–	–	0.02%	654
2018 Q4	$2.83M	Hold	774,032	–	–	0.03%	629
2018 Q3	$2.06M	Hold	774,032	–	–	0.01%	817
2018 Q2	$2.44M	Hold	774,032	–	–	0.02%	784
2018 Q1	$2.28M	Hold	774,032	–	–	0.02%	812
2017 Q4	$1.86M	Hold	774,032	–	–	0.01%	868
2017 Q3	$2.69M	Hold	774,032	–	–	0.02%	751
2017 Q2	$2.76M	Hold	774,032	–	–	0.02%	764
2017 Q1	$2.67M	Hold	774,032	–	–	0.02%	772
2016 Q4	$2.25M	Hold	774,032	–	–	0.01%	790
2016 Q3	$1.38M	Hold	774,032	–	–	0.01%	877
2016 Q2	$1.75M	Hold	774,032	–	–	0.01%	832
2016 Q1	$3.34M	Sell	774,032 -30,000	-4%	-$117K	0.02%	719
2015 Q4	$3.75M	Sell	804,032 -1,900	-0.2%	-$8.82K	0.02%	707
2015 Q3	$2.83M	Sell	805,932 -452,751	-36%	-$2.54M	0.02%	791
2015 Q2	$10.8M	Sell	1,258,683 -75,000	-6%	-$678K	0.05%	509
2015 Q1	$12.8M	Sell	1,333,683 -235,000	-15%	-$2.18M	0.05%	484
2014 Q4	$15.4M	Sell	1,568,683 -626,500	-29%	-$6.59M	0.05%	426
2014 Q3	$20.5M	Hold	2,195,183	–	–	0.07%	343
2014 Q2	$26.6M	Sell	2,195,183 -50,000	-2%	-$593K	0.08%	308
2014 Q1	$29.1M	Sell	2,245,183 -143,028	-6%	-$1.88M	0.09%	280
2013 Q4	$33.2M	Sell	2,388,211 -187,000	-7%	-$2.48M	0.1%	256
2013 Q3	$31.2M	Buy	2,575,211 +30,000	+1%	+$342K	0.09%	257
2013 Q2	$26.3M	Buy	+2,545,211	New	+$29.3M	0.08%	293

Other funds holding UTI

CCM

Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Royce & Associates's UTI Position: Q1 2026 in Review

Royce & Associates increased its Universal Technical Institute (UTI) stake by 51% in Q1 2026, buying an estimated $11M and bringing the position to 1,030,582 shares worth $37.2M. The position accounts for 0.37% of the portfolio, ranked #71.

Royce & Associates first reported a position in UTI in Q2 2013 and has held it in 52 quarters since. 246 funds tracked by Wall St. Rank hold UTI as of Q1 2026.

Royce & Associates held 1,030,582 shares of Universal Technical Institute worth $37.2M as of Q1 2026.
Royce & Associates bought 347,050 Universal Technical Institute shares in Q1 2026, an estimated $11M.
Universal Technical Institute made up 0.37% of Royce & Associates's portfolio in Q1 2026, its #71 holding.
Royce & Associates first reported a position in Universal Technical Institute in Q2 2013 and has held it in 52 quarters since.
246 funds tracked by Wall St. Rank held Universal Technical Institute as of Q1 2026.

Based on Royce & Associates's 13F filing for Q1 2026, filed 12 May 2026.