SHIM
UTI icon

Stone House Investment Management’s Universal Technical Institute UTI Stock Holding History

Stone House Investment Management’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
Q4 		– Sell
-650
Closed -$21.2K – 939
2025
Q3 		$21.2K Buy
+650
New +$19.1K ﹤0.01% 221

Other funds holding UTI

CCM
Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Stone House Investment Management's UTI Position: Q4 2025 in Review

Stone House Investment Management sold out of Universal Technical Institute (UTI) in Q4 2025, closing a stake of 650 shares — an estimated $21.2K sold.

Stone House Investment Management first reported a position in UTI in Q3 2025 and held it in 1 quarter. The position peaked at $21.2K in Q3 2025. 228 funds tracked by Wall St. Rank hold UTI as of Q4 2025.

  • Stone House Investment Management reported no remaining Universal Technical Institute position as of Q4 2025 after selling out during the quarter.
  • Stone House Investment Management sold 650 Universal Technical Institute shares in Q4 2025, an estimated $21.2K.
  • Stone House Investment Management first reported a position in Universal Technical Institute in Q3 2025 and held it in 1 quarter.
  • Stone House Investment Management's Universal Technical Institute position peaked at $21.2K in Q3 2025.
  • 228 funds tracked by Wall St. Rank held Universal Technical Institute as of Q4 2025.

Based on Stone House Investment Management's 13F filing for Q4 2025, filed 21 Jan 2026.