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Verdence Capital Advisors’s Universal Technical Institute UTI Stock Holding History

Verdence Capital Advisors’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 		$307K Sell
7,180
-147
-2% -$5.65K 0.02% 536
2026
Q1 		$265K Buy
+7,327
New +$231K 0.02% 553
2025
Q4 		– Sell
-11,259
Closed -$383K – 714
2025
Q3 		$383K Buy
11,259
+367
+3% +$10.8K 0.02% 526
2025
Q2 		$369K Buy
10,892
+513
+5% +$16.1K 0.03% 500
2025
Q1 		$267K Buy
10,379
+2,135
+26% +$57.6K 0.02% 556
2024
Q4 		$212K Buy
+8,244
New +$172K 0.02% 600

Other funds holding UTI

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
GWMI
Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return

Verdence Capital Advisors's UTI Position: Q2 2026 in Review

Verdence Capital Advisors reduced its Universal Technical Institute (UTI) stake by 2% in Q2 2026, selling an estimated $5.65K and leaving 7,180 shares worth $307K. The position accounts for 0.02% of the portfolio, ranked #536.

Verdence Capital Advisors first reported a position in UTI in Q4 2024 and has held it in 6 quarters since. The position peaked at $383K in Q3 2025. 71 funds tracked by Wall St. Rank hold UTI as of Q2 2026.

  • Verdence Capital Advisors held 7,180 shares of Universal Technical Institute worth $307K as of Q2 2026.
  • Verdence Capital Advisors sold 147 Universal Technical Institute shares in Q2 2026, an estimated $5.65K.
  • Universal Technical Institute made up 0.02% of Verdence Capital Advisors's portfolio in Q2 2026, its #536 holding.
  • Verdence Capital Advisors first reported a position in Universal Technical Institute in Q4 2024 and has held it in 6 quarters since.
  • Verdence Capital Advisors's Universal Technical Institute position peaked at $383K in Q3 2025.
  • 71 funds tracked by Wall St. Rank held Universal Technical Institute as of Q2 2026.

Based on Verdence Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.