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
Q3 		$142K Sell
7,600
-36,400
-83% -$1.1M ﹤0.01% 5025
2026
Q2 		$1.88M Sell
44,000
-33,400
-43% -$1.28M ﹤0.01% 2106
2026
Q1 		$2.79M Buy
+77,400
New +$2.44M ﹤0.01% 1544
2025
Q4 		– Sell
-1,000
Closed -$32K – 10167
2025
Q3 		$32K Buy
+1,000
New +$29.4K ﹤0.01% 6924
2025
Q2 		– Sell
-500
Closed -$12K – 9806
2025
Q1 		$12K Sell
500
-1,100
-69% -$29.7K ﹤0.01% 7001
2024
Q4 		$41K Sell
1,600
-1,900
-54% -$39.5K ﹤0.01% 6084
2024
Q3 		$56K Sell
3,500
-117,900
-97% -$2.02M ﹤0.01% 5792
2024
Q2 		$1.91M Sell
121,400
-200
-0.2% -$2.99K ﹤0.01% 2244
2024
Q1 		$1.94M Buy
+121,600
New +$1.77M ﹤0.01% 2431
2022
Q2 		– Sell
-800
Closed -$7K – 11168
2022
Q1 		$7K Buy
+800
New +$6.56K ﹤0.01% 9217
2021
Q4 		– Sell
-2,200
Closed -$14K – 11500
2021
Q3 		$14K Hold
2,200
– – ﹤0.01% 8736
2021
Q2 		$14K Buy
2,200
+1,950
+780% +$11.5K ﹤0.01% 8888
2021
Q1 		$146K Buy
+250
New +$1.54K ﹤0.01% 5218
2020
Q4 		– Sell
-141
Closed -$71K – 9133
2020
Q3 		$71K Sell
141
-11
-7% -$77 ﹤0.01% 5267
2020
Q2 		$105K Buy
+152
New +$998 ﹤0.01% 4740

Other funds holding UTI

Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

Simplex Trading's UTI Position: Q3 2026 in Review

Simplex Trading reduced its Universal Technical Institute (UTI) stake by 6.6% in Q3 2026, selling an estimated $30.9K and leaving 14,350 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #4291.

Simplex Trading first reported a position in UTI in Q4 2016 and has held it in 24 quarters since. The position peaked at $1.42M in Q3 2025. 154 funds tracked by Wall St. Rank hold UTI as of Q3 2026.

  • Simplex Trading held 14,350 shares of Universal Technical Institute worth $268K as of Q3 2026.
  • Simplex Trading sold 1,020 Universal Technical Institute shares in Q3 2026, an estimated $30.9K.
  • Universal Technical Institute made up ﹤0.01% of Simplex Trading's portfolio in Q3 2026, its #4291 holding.
  • Simplex Trading first reported a position in Universal Technical Institute in Q4 2016 and has held it in 24 quarters since.
  • Simplex Trading's Universal Technical Institute position peaked at $1.42M in Q3 2025.
  • 154 funds tracked by Wall St. Rank held Universal Technical Institute as of Q3 2026.

Based on Simplex Trading's 13F filing for Q3 2026, filed 4 Nov 2026.