Steward Partners Investment Advisory
UTI icon

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
Q2 		$1.36M Sell
31,731
-7,754
-20% -$298K 0.01% 1109
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Congress Asset Management
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
Driehaus Capital Management
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
Hood River Capital Management
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
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Steward Partners Investment Advisory's UTI Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Universal Technical Institute (UTI) stake by 20% in Q2 2026, selling an estimated $298K and leaving 31,731 shares worth $1.36M. The position accounts for 0.01% of the portfolio, ranked #1109.

Steward Partners Investment Advisory first reported a position in UTI in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.67M in Q1 2025. 263 funds tracked by Wall St. Rank hold UTI as of Q2 2026.

  • Steward Partners Investment Advisory held 31,731 shares of Universal Technical Institute worth $1.36M as of Q2 2026.
  • Steward Partners Investment Advisory sold 7,754 Universal Technical Institute shares in Q2 2026, an estimated $298K.
  • Universal Technical Institute made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1109 holding.
  • Steward Partners Investment Advisory first reported a position in Universal Technical Institute in Q1 2025 and has held it in 6 quarters since.
  • Steward Partners Investment Advisory's Universal Technical Institute position peaked at $1.67M in Q1 2025.
  • 263 funds tracked by Wall St. Rank held Universal Technical Institute as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.