HARBOR CAPITAL ADVISORS, INC. UTI Universal Technical Institute

Ownership history in HARBOR CAPITAL ADVISORS, INC.  ·  8 quarters on record

AI Ownership Summary

HARBOR CAPITAL ADVISORS, INC. reported Universal Technical Institute (UTI) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.5% in 2025 Q2. The latest visible filing shows UTI at 0.25% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this UTI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HARBOR CAPITAL ADVISORS, INC.'s position in Universal Technical Institute, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

UTI was reported at 0.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.5% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How HARBOR CAPITAL ADVISORS, INC. held UTI — position size vs. price
% of Fund (quarterly)    UTI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 84,657 -42,458 -33.4% 0.25% $3K 2026-04-28 $35.54
2025 Q4 ADDED 127,115 +19,190 +17.8% 0.26% $3.3M 2026-01-20 $27.19
2025 Q3 REDUCED 69.1% -16.6% 107,925 -240,860 -69.1% 0.27% $3.5M 2025-10-15 $31.90
2025 Q2 REDUCED 348,785 -8,557 -2.4% 0.50% $11.8M 2025-07-09 $31.80
2025 Q1 REDUCED 5.2% +32.0% 357,342 -19,587 -5.2% 0.42% $9.2M 2025-04-14 $27.41
2024 Q4 ADDED 376,929 +295,408 +362.4% 0.42% $9.7M 2025-01-10 $24.77
2024 Q3 ADDED 81,521 +38,624 +90.0% 0.06% $1.3M 2024-10-29 $17.05
2024 Q2 INITIATED 42,897 0.05% $675K 2024-07-09 $15.88

FAQ About HARBOR CAPITAL ADVISORS, INC. and UTI

These are the practical questions this page is built to answer before you even open the full history table.

How long has HARBOR CAPITAL ADVISORS, INC. reported owning UTI?

HARBOR CAPITAL ADVISORS, INC. reported UTI across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported UTI position in HARBOR CAPITAL ADVISORS, INC.'s portfolio?

The largest reported portfolio weight for UTI was 0.50% in 2025 Q2.

What is the latest reported UTI position on this page?

The most recent filing on this page is 2026 Q1, when HARBOR CAPITAL ADVISORS, INC. reported 84,657 shares, equal to 0.25% of portfolio, with an estimated market value of $3K.

What does the chart on this UTI ownership page compare?

The chart compares HARBOR CAPITAL ADVISORS, INC.'s quarterly UTI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did HARBOR CAPITAL ADVISORS, INC. time their UTI position?

Based on 13F filing dates vs. subsequent UTI price moves, HARBOR CAPITAL ADVISORS, INC. correctly timed 5 out of 7 reported position changes (71%). The annualised alpha on UTI relative to SPY over the holding period was +34.5%.

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