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Steward Partners Investment Advisory’s Universal Technical Institute UTI Stock Holding History

Steward Partners Investment Advisory’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 		$1.43M Sell
39,485
-7,022
-15% -$222K 0.01% 990
2025
Q4 		$1.22M Buy
46,507
+6,507
+16% +$184K 0.01% 975
2025
Q3 		$1.3M Sell
40,000
-418
-1% -$12.3K 0.01% 941
2025
Q2 		$1.37M Sell
40,418
-24,456
-38% -$768K 0.01% 857
2025
Q1 		$1.67M Buy
+64,874
New +$1.75M 0.01% 718

Other funds holding UTI

CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
BlackRock
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Thrivent Financial for Lutherans
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
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
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Steward Partners Investment Advisory's UTI Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Universal Technical Institute (UTI) stake by 15% in Q1 2026, selling an estimated $222K and leaving 39,485 shares worth $1.43M. The position accounts for 0.01% of the portfolio, ranked #990.

Steward Partners Investment Advisory first reported a position in UTI in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.67M in Q1 2025. 246 funds tracked by Wall St. Rank hold UTI as of Q1 2026.

  • Steward Partners Investment Advisory held 39,485 shares of Universal Technical Institute worth $1.43M as of Q1 2026.
  • Steward Partners Investment Advisory sold 7,022 Universal Technical Institute shares in Q1 2026, an estimated $222K.
  • Universal Technical Institute made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #990 holding.
  • Steward Partners Investment Advisory first reported a position in Universal Technical Institute in Q1 2025 and has held it in 5 quarters since.
  • Steward Partners Investment Advisory's Universal Technical Institute position peaked at $1.67M in Q1 2025.
  • 246 funds tracked by Wall St. Rank held Universal Technical Institute as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.