Y-Intercept (HK)’s Universal Technical Institute UTI Stock Holding History

Y-Intercept (HK)’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	$624K	Sell	14,593 -11,546	-44%	-$444K	0.01%	1240
2026 Q1	$944K	Buy	+26,139	New	+$825K	0.02%	1061
2025 Q4	–	Sell	-10,981	Closed	-$357K	–	2011
2025 Q3	$357K	Sell	10,981 -4,340	-28%	-$128K	0.01%	1335
2025 Q2	$519K	Buy	+15,321	New	+$481K	0.01%	1189
2024 Q4	–	Sell	-10,724	Closed	-$174K	–	1684
2024 Q3	$174K	Buy	+10,724	New	+$184K	0.01%	1180

Other funds holding UTI

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return

Portside Wealth Group Provo, Utah $856M AUM 26.82% 1-Year Est. Return

Kopp Family Office Bloomington, Minnesota $163M AUM 22.57% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return