Superior Planning, LLC’s Universal Technical Institute UTI Stock Holding History

Superior Planning, 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	$3.38K	Buy	+181	New	+$5.48K	﹤0.01%	1355

Other funds holding UTI

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Superior Planning, LLC's UTI Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Universal Technical Institute (UTI) in Q3 2026: 181 shares worth $3.38K. The stake represents ﹤0.01% of the portfolio and ranks #1355 among its holdings.

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

Superior Planning, LLC held 181 shares of Universal Technical Institute worth $3.38K as of Q3 2026.
Universal Technical Institute was a new Superior Planning, LLC position in Q3 2026.
Universal Technical Institute made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1355 holding.
138 funds tracked by Wall St. Rank held Universal Technical Institute as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.