Steward Partners Investment Advisory, LLC
Position in UTI — Universal Technical Institute Inc
CIK 1723397
STAMFORD, CT
Position in UTI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,357,134
-$68,274 QoQ
Shares Held
31,731
-19.6% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#110
of 262 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UTI Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $3,303,463 across 8 Education & Training Services names. UTI ranks #1 (41.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UTI |
Universal Technical Institute Inc
This page
|
31,731 | $1,357,134 | |
| 2 | LRN |
Stride, Inc.
|
15,492 | $1,336,030 | |
| 3 | EDU |
New Oriental Education & Technology Group Inc.
|
11,049 | $507,259 | |
| 4 | PRDO |
PERDOCEO EDUCATION Corp
|
2,752 | $88,064 | |
| 5 | COUR |
Coursera, Inc.
|
1,427 | $8,048 | |
| 6 | LOPE |
Grand Canyon Education, Inc.
|
46 | $6,583 | |
| 7 | SKIL |
Skillsoft Corp.
|
41 | $212 | |
| 8 | TAL |
TAL Education Group
|
14 | $133 |
All Filings in UTI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,357,134 | 31,731 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,425,408 | 39,485 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,215,227 | 46,507 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,302,000 | 40,000 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,369,766 | 40,418 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,665,964 | 64,874 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||