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Guardian Wealth Management (Illinois)’s Universal Technical Institute UTI Stock Holding History

Guardian Wealth Management (Illinois)’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
Q2 		$6.05M Sell
141,544
-1,581
-1% -$60.8K 2.97% 9
2026
Q1 		$5.17M Buy
143,125
+5,434
+4% +$171K 2.82% 11
2025
Q4 		$3.6M Sell
137,691
-4,650
-3% -$132K 2.11% 16
2025
Q3 		$4.63M Buy
142,341
+200
+0.1% +$5.88K 2.74% 12
2025
Q2 		$4.82M Buy
142,141
+5,193
+4% +$163K 3.21% 9
2025
Q1 		$3.52M Buy
136,948
+6,804
+5% +$184K 2.35% 13
2024
Q4 		$3.35M Buy
130,144
+43,591
+50% +$907K 2.28% 12
2024
Q3 		$1.41M Buy
86,553
+84,964
+5,347% +$1.46M 0.99% 35
2024
Q2 		$25K Hold
1,589
– – 0.02% 131
2024
Q1 		$25.3K Hold
1,589
– – 0.02% 131
2023
Q4 		$19.9K Hold
1,589
– – 0.02% 138
2023
Q3 		$13.3K Hold
1,589
– – 0.01% 148
2023
Q2 		$11K Hold
1,589
– – 0.01% 154
2023
Q1 		$11.7K Buy
1,589
+1,315
+480% +$9.38K 0.01% 150
2022
Q4 		$1.84K Buy
+274
New +$1.81K ﹤0.01% 220

Other funds holding UTI

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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s UTI Position: Q2 2026 in Review

Guardian Wealth Management (Illinois) reduced its Universal Technical Institute (UTI) stake by 1.1% in Q2 2026, selling an estimated $60.8K and leaving 141,544 shares worth $6.05M. The position accounts for 2.97% of the portfolio, ranked #9.

Guardian Wealth Management (Illinois) first reported a position in UTI in Q4 2022 and has held it in 15 quarters since. 45 funds tracked by Wall St. Rank hold UTI as of Q2 2026.

  • Guardian Wealth Management (Illinois) held 141,544 shares of Universal Technical Institute worth $6.05M as of Q2 2026.
  • Guardian Wealth Management (Illinois) sold 1,581 Universal Technical Institute shares in Q2 2026, an estimated $60.8K.
  • Universal Technical Institute made up 2.97% of Guardian Wealth Management (Illinois)'s portfolio in Q2 2026, its #9 holding.
  • Guardian Wealth Management (Illinois) first reported a position in Universal Technical Institute in Q4 2022 and has held it in 15 quarters since.
  • 45 funds tracked by Wall St. Rank held Universal Technical Institute as of Q2 2026.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2026, filed 13 Jul 2026.