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Independent Financial Group’s Universal Technical Institute UTI Stock Holding History

Independent Financial Group’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 		– Sell
-5,303
Closed -$227K – 1667
2026
Q2 		$227K Buy
+5,303
New +$204K ﹤0.01% 1406

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
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Independent Financial Group's UTI Position: Q3 2026 in Review

Independent Financial Group sold out of Universal Technical Institute (UTI) in Q3 2026, closing a stake of 5,303 shares — an estimated $227K sold.

Independent Financial Group first reported a position in UTI in Q2 2026 and held it in 1 quarter. The position peaked at $227K in Q2 2026. 6 funds tracked by Wall St. Rank hold UTI as of Q3 2026.

  • Independent Financial Group reported no remaining Universal Technical Institute position as of Q3 2026 after selling out during the quarter.
  • Independent Financial Group sold 5,303 Universal Technical Institute shares in Q3 2026, an estimated $227K.
  • Independent Financial Group first reported a position in Universal Technical Institute in Q2 2026 and held it in 1 quarter.
  • Independent Financial Group's Universal Technical Institute position peaked at $227K in Q2 2026.
  • 6 funds tracked by Wall St. Rank held Universal Technical Institute as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.