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Stephens Consulting’s Universal Technical Institute UTI Stock Holding History

Stephens Consulting’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
2025
Q2 		– Sell
-15
Closed -$386 – 1982
2025
Q1 		$386 Buy
+15
New +$405 ﹤0.01% 1106

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WA
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CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Stephens Consulting's UTI Position: Q2 2025 in Review

Stephens Consulting sold out of Universal Technical Institute (UTI) in Q2 2025, closing a stake of 15 shares — an estimated $386 sold.

Stephens Consulting first reported a position in UTI in Q1 2025 and held it in 1 quarter. The position peaked at $386 in Q1 2025. 264 funds tracked by Wall St. Rank hold UTI as of Q2 2025.

  • Stephens Consulting reported no remaining Universal Technical Institute position as of Q2 2025 after selling out during the quarter.
  • Stephens Consulting sold 15 Universal Technical Institute shares in Q2 2025, an estimated $386.
  • Stephens Consulting first reported a position in Universal Technical Institute in Q1 2025 and held it in 1 quarter.
  • Stephens Consulting's Universal Technical Institute position peaked at $386 in Q1 2025.
  • 264 funds tracked by Wall St. Rank held Universal Technical Institute as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.