UMB Private Wealth Management, LLC’s Universal Technical Institute UTI Stock Holding History

UMB Private Wealth Management, LLC’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 Q3	$672	Buy	+36	New	+$1.09K	﹤0.01%	1179

Other funds holding UTI

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

KFO

Kopp Family Office Bloomington, Minnesota $161M AUM 13.16% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

UMB Private Wealth Management, LLC's UTI Position: Q3 2026 in Review

UMB Private Wealth Management, LLC opened a new position in Universal Technical Institute (UTI) in Q3 2026: 36 shares worth $672. The stake represents ﹤0.01% of the portfolio and ranks #1179 among its holdings.

21 funds tracked by Wall St. Rank hold UTI as of Q3 2026.

UMB Private Wealth Management, LLC held 36 shares of Universal Technical Institute worth $672 as of Q3 2026.
Universal Technical Institute was a new UMB Private Wealth Management, LLC position in Q3 2026.
Universal Technical Institute made up ﹤0.01% of UMB Private Wealth Management, LLC's portfolio in Q3 2026, its #1179 holding.
21 funds tracked by Wall St. Rank held Universal Technical Institute as of Q3 2026.

Based on UMB Private Wealth Management, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.