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Gilpin Wealth Management’s Universal Technical Institute UTI Stock Holding History

Gilpin Wealth Management’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 		$94 Sell
5
-2
-29% -$61 ﹤0.01% 1313
2026
Q2 		$300 Buy
+7
New +$269 ﹤0.01% 827

Other funds holding UTI

WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Gilpin Wealth Management's UTI Position: Q3 2026 in Review

Gilpin Wealth Management reduced its Universal Technical Institute (UTI) stake by 29% in Q3 2026, selling an estimated $61 and leaving 5 shares worth $94. The position accounts for ﹤0.01% of the portfolio, ranked #1313.

Gilpin Wealth Management first reported a position in UTI in Q2 2026 and has held it in 2 quarters since. The position peaked at $300 in Q2 2026. 5 funds tracked by Wall St. Rank hold UTI as of Q3 2026.

  • Gilpin Wealth Management held 5 shares of Universal Technical Institute worth $94 as of Q3 2026.
  • Gilpin Wealth Management sold 2 Universal Technical Institute shares in Q3 2026, an estimated $61.
  • Universal Technical Institute made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #1313 holding.
  • Gilpin Wealth Management first reported a position in Universal Technical Institute in Q2 2026 and has held it in 2 quarters since.
  • Gilpin Wealth Management's Universal Technical Institute position peaked at $300 in Q2 2026.
  • 5 funds tracked by Wall St. Rank held Universal Technical Institute as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.