Carson Wealth (CWM LLC)
UTI icon

Carson Wealth (CWM LLC)’s Universal Technical Institute UTI Stock Holding History

Carson Wealth (CWM 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
Q1 		$15.1K Buy
417
+190
+84% +$6K ﹤0.01% 4585
2025
Q4 		$6K Sell
227
-370
-62% -$10.5K ﹤0.01% 4782
2025
Q3 		$19K Sell
597
-1,586
-73% -$46.6K ﹤0.01% 4169
2025
Q2 		$74K Buy
2,183
+16
+0.7% +$502 ﹤0.01% 2967
2025
Q1 		$56K Buy
2,167
+1,110
+105% +$29.9K ﹤0.01% 2891
2024
Q4 		$27K Buy
1,057
+23
+2% +$479 ﹤0.01% 3250
2024
Q3 		$17K Buy
1,034
+1
+0.1% +$17 ﹤0.01% 3480
2024
Q2 		$16K Buy
1,033
+467
+83% +$6.99K ﹤0.01% 3281
2024
Q1 		$9K Buy
+566
New +$8.22K ﹤0.01% 3424

Other funds holding UTI

CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T 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 $17.3B AUM 211.34% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Carson Wealth (CWM LLC)'s UTI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Universal Technical Institute (UTI) stake by 84% in Q1 2026, buying an estimated $6K and bringing the position to 417 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4585.

Carson Wealth (CWM LLC) first reported a position in UTI in Q1 2024 and has held it in 9 quarters since. The position peaked at $74K in Q2 2025. 246 funds tracked by Wall St. Rank hold UTI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 417 shares of Universal Technical Institute worth $15.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 190 Universal Technical Institute shares in Q1 2026, an estimated $6K.
  • Universal Technical Institute made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4585 holding.
  • Carson Wealth (CWM LLC) first reported a position in Universal Technical Institute in Q1 2024 and has held it in 9 quarters since.
  • Carson Wealth (CWM LLC)'s Universal Technical Institute position peaked at $74K in Q2 2025.
  • 246 funds tracked by Wall St. Rank held Universal Technical Institute as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.