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Westwind Capital’s Universal Technical Institute UTI Stock Holding History

Westwind Capital’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 		– Sell
-292,725
Closed -$10.6M – 102
2026
Q1 		$10.6M Sell
292,725
-15,084
-5% -$476K 2.54% 18
2025
Q4 		$8.04M Sell
307,809
-9,598
-3% -$272K 1.64% 22
2025
Q3 		$10.3M Buy
317,407
+9,816
+3% +$288K 2.16% 20
2025
Q2 		$10.4M Buy
+307,591
New +$9.65M 2.13% 19

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
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
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

Westwind Capital's UTI Position: Q2 2026 in Review

Westwind Capital sold out of Universal Technical Institute (UTI) in Q2 2026, closing a stake of 292,725 shares — an estimated $10.6M sold.

Westwind Capital first reported a position in UTI in Q2 2025 and held it in 4 quarters. The position peaked at $10.6M in Q1 2026. 62 funds tracked by Wall St. Rank hold UTI as of Q2 2026.

  • Westwind Capital reported no remaining Universal Technical Institute position as of Q2 2026 after selling out during the quarter.
  • Westwind Capital sold 292,725 Universal Technical Institute shares in Q2 2026, an estimated $10.6M.
  • Westwind Capital first reported a position in Universal Technical Institute in Q2 2025 and held it in 4 quarters.
  • Westwind Capital's Universal Technical Institute position peaked at $10.6M in Q1 2026.
  • 62 funds tracked by Wall St. Rank held Universal Technical Institute as of Q2 2026.

Based on Westwind Capital's 13F filing for Q2 2026, filed 15 Jul 2026.