State Street’s Universal Technical Institute UTI Stock Holding History

State Street’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	$37.4M	Buy	1,036,733 +22,120	+2%	+$698K	﹤0.01%	1903
2025 Q4	$26.5M	Buy	1,014,613 +1,947	+0.2%	+$55.1K	﹤0.01%	2096
2025 Q3	$33M	Buy	1,012,666 +24,554	+2%	+$722K	﹤0.01%	1964
2025 Q2	$33.5M	Buy	988,112 +71,400	+8%	+$2.24M	﹤0.01%	1895
2025 Q1	$23.5M	Buy	916,712 +21,929	+2%	+$591K	﹤0.01%	2044
2024 Q4	$23M	Buy	894,783 +38,692	+5%	+$805K	﹤0.01%	2150
2024 Q3	$13.9M	Buy	856,091 +29,461	+4%	+$505K	﹤0.01%	2409
2024 Q2	$13M	Buy	826,630 +141,544	+21%	+$2.12M	﹤0.01%	2408
2024 Q1	$10.9M	Buy	685,086 +127,136	+23%	+$1.85M	﹤0.01%	2532
2023 Q4	$6.99M	Buy	557,950 +42,720	+8%	+$433K	﹤0.01%	2774
2023 Q3	$4.32M	Buy	515,230 +5,233	+1%	+$40.7K	﹤0.01%	2988
2023 Q2	$3.52M	Buy	509,997 +37,390	+8%	+$252K	﹤0.01%	3169
2023 Q1	$3.49M	Buy	472,607 +10,383	+2%	+$74K	﹤0.01%	3126
2022 Q4	$3.11M	Buy	462,224 +18,487	+4%	+$122K	﹤0.01%	3241
2022 Q3	$2.41M	Buy	443,737 +92,705	+26%	+$648K	﹤0.01%	3363
2022 Q2	$2.5M	Buy	351,032 +237,478	+209%	+$2.09M	﹤0.01%	3405
2022 Q1	$1M	Buy	113,554 +10,156	+10%	+$83.3K	﹤0.01%	3812
2021 Q4	$809K	Buy	103,398 +21,100	+26%	+$158K	﹤0.01%	3861
2021 Q3	$556K	Buy	82,298 +7,400	+10%	+$48.3K	﹤0.01%	3932
2021 Q2	$486K	Sell	74,898 -396,802	-84%	-$2.34M	﹤0.01%	3866
2021 Q1	$2.75M	Sell	471,700 -12,212	-3%	-$75.4K	﹤0.01%	3305
2020 Q4	$3.13M	Buy	483,912 +149,756	+45%	+$858K	﹤0.01%	3176
2020 Q3	$1.7M	Buy	334,156 +12,849	+4%	+$90.3K	﹤0.01%	3267
2020 Q2	$2.23M	Buy	321,307 +303,289	+1,683%	+$1.99M	﹤0.01%	3135
2020 Q1	$107K	Sell	18,018 -1,565	-8%	-$11.1K	﹤0.01%	3614
2019 Q4	$151K	Buy	19,583 +6,865	+54%	+$41.4K	﹤0.01%	3658
2019 Q3	$69K	Hold	12,718	–	–	﹤0.01%	3697
2019 Q2	$44K	Hold	12,718	–	–	﹤0.01%	3732
2019 Q1	$43K	Hold	12,718	–	–	﹤0.01%	3686
2018 Q4	$46K	Hold	12,718	–	–	﹤0.01%	3685
2018 Q3	$34K	Sell	12,718 -1,925	-13%	-$5.64K	﹤0.01%	3710
2018 Q2	$46K	Sell	14,643 -600	-4%	-$1.84K	﹤0.01%	3681
2018 Q1	$46K	Hold	15,243	–	–	﹤0.01%	3660
2017 Q4	$36K	Hold	15,243	–	–	﹤0.01%	3659
2017 Q3	$53K	Sell	15,243 -900	-6%	-$3.15K	﹤0.01%	3661
2017 Q2	$57K	Hold	16,143	–	–	﹤0.01%	3585
2017 Q1	$56K	Sell	16,143 -49	-0.3%	-$166	﹤0.01%	3568
2016 Q4	$48K	Sell	16,192 -56,096	-78%	-$130K	﹤0.01%	3564
2016 Q3	$128K	Buy	72,288 +5,927	+9%	+$13.8K	﹤0.01%	3433
2016 Q2	$148K	Sell	66,361 -296,061	-82%	-$1.01M	﹤0.01%	3524
2016 Q1	$1.56M	Sell	362,422 -42,999	-11%	-$168K	﹤0.01%	3078
2015 Q4	$1.89M	Sell	405,421 -902	-0.2%	-$4.19K	﹤0.01%	3021
2015 Q3	$1.43M	Sell	406,323 -21,638	-5%	-$121K	﹤0.01%	3122
2015 Q2	$3.68M	Buy	427,961 +16,784	+4%	+$152K	﹤0.01%	2801
2015 Q1	$3.95M	Buy	411,177 +15,839	+4%	+$147K	﹤0.01%	2699
2014 Q4	$3.89M	Sell	395,338 -11,115	-3%	-$117K	﹤0.01%	2700
2014 Q3	$3.8M	Buy	406,453 +19,185	+5%	+$217K	﹤0.01%	2685
2014 Q2	$4.7M	Sell	387,268 -3,052	-0.8%	-$36.2K	﹤0.01%	2635
2014 Q1	$5.06M	Sell	390,320 -4,362	-1%	-$57.3K	﹤0.01%	2559
2013 Q4	$5.49M	Sell	394,682 -261	-0.1%	-$3.47K	﹤0.01%	2528
2013 Q3	$4.79M	Buy	394,943 +2,356	+0.6%	+$26.9K	﹤0.01%	2559
2013 Q2	$4.05M	Buy	+392,587	New	+$4.52M	﹤0.01%	2591

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

State Street's UTI Position: Q1 2026 in Review

State Street increased its Universal Technical Institute (UTI) stake by 2.2% in Q1 2026, buying an estimated $698K and bringing the position to 1,036,733 shares worth $37.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1903.

State Street 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.

State Street held 1,036,733 shares of Universal Technical Institute worth $37.4M as of Q1 2026.
State Street bought 22,120 Universal Technical Institute shares in Q1 2026, an estimated $698K.
Universal Technical Institute made up ﹤0.01% of State Street's portfolio in Q1 2026, its #1903 holding.
State Street 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 State Street's 13F filing for Q1 2026, filed 15 May 2026.