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SMA Capital’s Universal Technical Institute UTI Stock Holding History

SMA Capital’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 		$2.57M Sell
60,000
-15,048
-20% -$578K 1.08% 38
2026
Q1 		$2.71M Buy
+75,048
New +$2.37M 1.17% 37

Other funds holding UTI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 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 $3.38T AUM 44.17% 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

SMA Capital's UTI Position: Q2 2026 in Review

SMA Capital reduced its Universal Technical Institute (UTI) stake by 20% in Q2 2026, selling an estimated $578K and leaving 60,000 shares worth $2.57M. The position accounts for 1.08% of the portfolio, ranked #38.

SMA Capital first reported a position in UTI in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.71M in Q1 2026. 263 funds tracked by Wall St. Rank hold UTI as of Q2 2026.

  • SMA Capital held 60,000 shares of Universal Technical Institute worth $2.57M as of Q2 2026.
  • SMA Capital sold 15,048 Universal Technical Institute shares in Q2 2026, an estimated $578K.
  • Universal Technical Institute made up 1.08% of SMA Capital's portfolio in Q2 2026, its #38 holding.
  • SMA Capital first reported a position in Universal Technical Institute in Q1 2026 and has held it in 2 quarters since.
  • SMA Capital's Universal Technical Institute position peaked at $2.71M in Q1 2026.
  • 263 funds tracked by Wall St. Rank held Universal Technical Institute as of Q2 2026.

Based on SMA Capital's 13F filing for Q2 2026, filed 14 Aug 2026.