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Arcadia Wealth Management (New York)’s Universal Technical Institute UTI Stock Holding History

Arcadia Wealth Management (New York)’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
Q1 		$901K Sell
24,946
-4,000
-14% -$126K 0.49% 26
2025
Q4 		$756K Buy
28,946
+2,000
+7% +$56.6K 0.43% 28
2025
Q3 		$877K Hold
26,946
– – 0.53% 28
2025
Q2 		$913K Sell
26,946
-800
-3% -$25.1K 0.62% 28
2025
Q1 		$713K Hold
27,746
– – 0.56% 27
2024
Q4 		$713K Buy
+27,746
New +$577K 0.61% 27

Other funds holding UTI

CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Arcadia Wealth Management (New York)'s UTI Position: Q1 2026 in Review

Arcadia Wealth Management (New York) reduced its Universal Technical Institute (UTI) stake by 14% in Q1 2026, selling an estimated $126K and leaving 24,946 shares worth $901K. The position accounts for 0.49% of the portfolio, ranked #26.

Arcadia Wealth Management (New York) first reported a position in UTI in Q4 2024 and has held it in 6 quarters since. The position peaked at $913K in Q2 2025. 246 funds tracked by Wall St. Rank hold UTI as of Q1 2026.

  • Arcadia Wealth Management (New York) held 24,946 shares of Universal Technical Institute worth $901K as of Q1 2026.
  • Arcadia Wealth Management (New York) sold 4,000 Universal Technical Institute shares in Q1 2026, an estimated $126K.
  • Universal Technical Institute made up 0.49% of Arcadia Wealth Management (New York)'s portfolio in Q1 2026, its #26 holding.
  • Arcadia Wealth Management (New York) first reported a position in Universal Technical Institute in Q4 2024 and has held it in 6 quarters since.
  • Arcadia Wealth Management (New York)'s Universal Technical Institute position peaked at $913K in Q2 2025.
  • 246 funds tracked by Wall St. Rank held Universal Technical Institute as of Q1 2026.

Based on Arcadia Wealth Management (New York)'s 13F filing for Q1 2026, filed 14 May 2026.