Wellington Management Group
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Wellington Management Group’s Universal Technical Institute UTI Stock Holding History

Wellington Management Group’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 		$24.9M Sell
582,108
-269,034
-32% -$10.3M ﹤0.01% 980
2026
Q1 		$30.7M Buy
851,142
+43,386
+5% +$1.37M 0.01% 873
2025
Q4 		$21.1M Buy
807,756
+88,252
+12% +$2.5M ﹤0.01% 1015
2025
Q3 		$23.4M Sell
719,504
-50,537
-7% -$1.49M ﹤0.01% 961
2025
Q2 		$26.1M Buy
770,041
+463,967
+152% +$14.6M ﹤0.01% 876
2025
Q1 		$7.86M Buy
+306,074
New +$8.26M ﹤0.01% 1267

Other funds holding UTI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 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 $3.38T AUM 44.17% 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 $13.5B AUM 16.58% 1-Year Est. Return

Wellington Management Group's UTI Position: Q2 2026 in Review

Wellington Management Group reduced its Universal Technical Institute (UTI) stake by 32% in Q2 2026, selling an estimated $10.3M and leaving 582,108 shares worth $24.9M. The position accounts for ﹤0.01% of the portfolio, ranked #980.

Wellington Management Group first reported a position in UTI in Q1 2025 and has held it in 6 quarters since. The position peaked at $30.7M in Q1 2026. 263 funds tracked by Wall St. Rank hold UTI as of Q2 2026.

  • Wellington Management Group held 582,108 shares of Universal Technical Institute worth $24.9M as of Q2 2026.
  • Wellington Management Group sold 269,034 Universal Technical Institute shares in Q2 2026, an estimated $10.3M.
  • Universal Technical Institute made up ﹤0.01% of Wellington Management Group's portfolio in Q2 2026, its #980 holding.
  • Wellington Management Group first reported a position in Universal Technical Institute in Q1 2025 and has held it in 6 quarters since.
  • Wellington Management Group's Universal Technical Institute position peaked at $30.7M in Q1 2026.
  • 263 funds tracked by Wall St. Rank held Universal Technical Institute as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.