UBS AM
UTI icon

UBS AM’s Universal Technical Institute UTI Stock Holding History

UBS AM’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 		$3.65M Sell
85,421
-14,555
-15% -$559K ﹤0.01% 1763
2026
Q1 		$3.61M Buy
99,976
+7,749
+8% +$245K ﹤0.01% 1739
2025
Q4 		$2.41M Sell
92,227
-4,630
-5% -$131K ﹤0.01% 1814
2025
Q3 		$3.15M Sell
96,857
-39,498
-29% -$1.16M ﹤0.01% 1573
2025
Q2 		$4.62M Buy
136,355
+52,132
+62% +$1.64M ﹤0.01% 1749
2025
Q1 		$2.16M Buy
84,223
+9,951
+13% +$268K ﹤0.01% 1961
2024
Q4 		$1.91M Buy
74,272
+17,768
+31% +$370K ﹤0.01% 2068
2024
Q3 		$919K Sell
56,504
-13,834
-20% -$237K ﹤0.01% 2436
2024
Q2 		$1.11M Buy
+70,338
New +$1.05M ﹤0.01% 2325
2015
Q4 		– Sell
-24,598
Closed -$86K – 2714
2015
Q3 		$86K Hold
24,598
– – ﹤0.01% 2624
2015
Q2 		$212K Buy
24,598
+1,000
+4% +$9.04K ﹤0.01% 2562
2015
Q1 		$227K Hold
23,598
– – ﹤0.01% 2423
2014
Q4 		$232K Hold
23,598
– – ﹤0.01% 2392
2014
Q3 		$221K Hold
23,598
– – ﹤0.01% 2313
2014
Q2 		$286K Hold
23,598
– – ﹤0.01% 2211
2014
Q1 		$306K Buy
23,598
+5,900
+33% +$77.5K ﹤0.01% 2164
2013
Q4 		$246K Sell
17,698
-400
-2% -$5.31K ﹤0.01% 2265
2013
Q3 		$220K Hold
18,098
– – ﹤0.01% 2289
2013
Q2 		$187K Buy
+18,098
New +$208K ﹤0.01% 2287

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

UBS AM's UTI Position: Q2 2026 in Review

UBS AM reduced its Universal Technical Institute (UTI) stake by 15% in Q2 2026, selling an estimated $559K and leaving 85,421 shares worth $3.65M. The position accounts for ﹤0.01% of the portfolio, ranked #1763.

UBS AM first reported a position in UTI in Q2 2013 and has held it in 19 quarters since. The position peaked at $4.62M in Q2 2025. 263 funds tracked by Wall St. Rank hold UTI as of Q2 2026.

  • UBS AM held 85,421 shares of Universal Technical Institute worth $3.65M as of Q2 2026.
  • UBS AM sold 14,555 Universal Technical Institute shares in Q2 2026, an estimated $559K.
  • Universal Technical Institute made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #1763 holding.
  • UBS AM first reported a position in Universal Technical Institute in Q2 2013 and has held it in 19 quarters since.
  • UBS AM's Universal Technical Institute position peaked at $4.62M in Q2 2025.
  • 263 funds tracked by Wall St. Rank held Universal Technical Institute as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.