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USA Financial Formulas’s Universal Technical Institute UTI Stock Holding History

USA Financial Formulas’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
Q3 		– Sell
-2,444
Closed -$82.8K – 332
2025
Q2 		$82.8K Sell
2,444
-820
-25% -$25.7K 0.01% 186
2025
Q1 		$83.8K Buy
+3,264
New +$88K 0.01% 184
2024
Q3 		– Sell
-3,904
Closed -$61.4K – 367
2024
Q2 		$61.4K Sell
3,904
-701
-15% -$10.5K 0.01% 213
2024
Q1 		$73.4K Buy
+4,605
New +$66.9K 0.01% 214

Other funds holding UTI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

USA Financial Formulas's UTI Position: Q3 2025 in Review

USA Financial Formulas sold out of Universal Technical Institute (UTI) in Q3 2025, closing a stake of 2,444 shares — an estimated $82.8K sold.

USA Financial Formulas first reported a position in UTI in Q1 2024 and held it in 4 quarters. The position peaked at $83.8K in Q1 2025. 243 funds tracked by Wall St. Rank hold UTI as of Q3 2025.

  • USA Financial Formulas reported no remaining Universal Technical Institute position as of Q3 2025 after selling out during the quarter.
  • USA Financial Formulas sold 2,444 Universal Technical Institute shares in Q3 2025, an estimated $82.8K.
  • USA Financial Formulas first reported a position in Universal Technical Institute in Q1 2024 and held it in 4 quarters.
  • USA Financial Formulas's Universal Technical Institute position peaked at $83.8K in Q1 2025.
  • 243 funds tracked by Wall St. Rank held Universal Technical Institute as of Q3 2025.

Based on USA Financial Formulas's 13F filing for Q3 2025, filed 10 Oct 2025.