Stifel Financial
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Stifel Financial’s Universal Technical Institute UTI Stock Holding History

Stifel Financial’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 		$2.25M Buy
52,715
+4,222
+9% +$162K ﹤0.01% 1986
2026
Q1 		$1.75M Buy
48,493
+5,778
+14% +$182K ﹤0.01% 2065
2025
Q4 		$1.12M Buy
42,715
+2,648
+7% +$75K ﹤0.01% 2361
2025
Q3 		$1.3M Buy
40,067
+6,521
+19% +$192K ﹤0.01% 2215
2025
Q2 		$1.14M Buy
+33,546
New +$1.05M ﹤0.01% 2244

Other funds holding UTI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 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 $3.37T AUM 44.26% 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

Stifel Financial's UTI Position: Q2 2026 in Review

Stifel Financial increased its Universal Technical Institute (UTI) stake by 8.7% in Q2 2026, buying an estimated $162K and bringing the position to 52,715 shares worth $2.25M. The position accounts for ﹤0.01% of the portfolio, ranked #1986.

Stifel Financial first reported a position in UTI in Q2 2025 and has held it in 5 quarters since. 263 funds tracked by Wall St. Rank hold UTI as of Q2 2026.

  • Stifel Financial held 52,715 shares of Universal Technical Institute worth $2.25M as of Q2 2026.
  • Stifel Financial bought 4,222 Universal Technical Institute shares in Q2 2026, an estimated $162K.
  • Universal Technical Institute made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1986 holding.
  • Stifel Financial first reported a position in Universal Technical Institute in Q2 2025 and has held it in 5 quarters since.
  • 263 funds tracked by Wall St. Rank held Universal Technical Institute as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.