Simplex Trading
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Simplex Trading’s Universal Technical Institute UTI Stock Holding History

Simplex Trading’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 		$657K Sell
15,370
-2,567
-14% -$98.7K ﹤0.01% 3277
2026
Q1 		$648K Buy
+17,937
New +$566K ﹤0.01% 2968
2025
Q4 		– Sell
-43,489
Closed -$1.42M – 10166
2025
Q3 		$1.42M Buy
+43,489
New +$1.28M ﹤0.01% 2686
2025
Q1 		– Sell
-1,596
Closed -$43K – 9755
2024
Q4 		$41K Sell
1,596
-3,772
-70% -$78.5K ﹤0.01% 6083
2024
Q3 		$87K Buy
+5,368
New +$92K ﹤0.01% 5380
2024
Q2 		– Sell
-34,296
Closed -$513K – 9899
2024
Q1 		$546K Buy
34,296
+27,752
+424% +$403K ﹤0.01% 3771
2023
Q4 		$81K Buy
+6,544
New +$66.4K ﹤0.01% 5599
2023
Q2 		– Sell
-100
Closed – – 10011
2023
Q1 		$0 Sell
100
-985
-91% -$7.02K ﹤0.01% 10204
2022
Q4 		$7K Buy
+1,085
New +$7.17K ﹤0.01% 7860
2022
Q2 		– Sell
-1,215
Closed -$10.7K – 11167
2022
Q1 		$10K Sell
1,215
-13,000
-91% -$107K ﹤0.01% 8905
2021
Q4 		$111K Sell
14,215
-10,550
-43% -$78.8K ﹤0.01% 6090
2021
Q3 		$158K Hold
24,765
– – ﹤0.01% 5970
2021
Q2 		$160K Buy
24,765
+9,788
+65% +$57.8K ﹤0.01% 6048
2021
Q1 		$87K Buy
14,977
+8,382
+127% +$51.8K ﹤0.01% 5939
2020
Q4 		$42K Sell
6,595
-2,410
-27% -$13.8K ﹤0.01% 6373
2020
Q3 		$45K Sell
9,005
-2,577
-22% -$18.1K ﹤0.01% 5705
2020
Q2 		$80K Buy
+11,582
New +$76K ﹤0.01% 5037
2019
Q3 		– Sell
-200
Closed – – 7943
2019
Q2 		$0 Buy
200
+106
+113% +$359 ﹤0.01% 7842
2019
Q1 		$0 Buy
+94
New +$333 ﹤0.01% 7903
2018
Q1 		– Sell
-1
Closed – – 6915
2017
Q4 		$0 Sell
1
-2,715
-100% -$8.54K ﹤0.01% 6740
2017
Q3 		$9K Sell
2,716
-1,613
-37% -$5.65K ﹤0.01% 3895
2017
Q2 		$15K Buy
+4,329
New +$15.6K ﹤0.01% 3600
2017
Q1 		– Sell
-14,780
Closed -$43K – 6825
2016
Q4 		$43K Buy
+14,780
New +$34.1K ﹤0.01% 2299

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

Simplex Trading's UTI Position: Q2 2026 in Review

Simplex Trading reduced its Universal Technical Institute (UTI) stake by 14% in Q2 2026, selling an estimated $98.7K and leaving 15,370 shares worth $657K. The position accounts for ﹤0.01% of the portfolio, ranked #3277.

Simplex Trading first reported a position in UTI in Q4 2016 and has held it in 23 quarters since. The position peaked at $1.42M in Q3 2025. 263 funds tracked by Wall St. Rank hold UTI as of Q2 2026.

  • Simplex Trading held 15,370 shares of Universal Technical Institute worth $657K as of Q2 2026.
  • Simplex Trading sold 2,567 Universal Technical Institute shares in Q2 2026, an estimated $98.7K.
  • Universal Technical Institute made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #3277 holding.
  • Simplex Trading first reported a position in Universal Technical Institute in Q4 2016 and has held it in 23 quarters since.
  • Simplex Trading's Universal Technical Institute position peaked at $1.42M in Q3 2025.
  • 263 funds tracked by Wall St. Rank held Universal Technical Institute as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.