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JFS Wealth Advisors’s Universal Technical Institute UTI Stock Holding History

JFS Wealth Advisors’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 		$257 Buy
+6
New +$231 ﹤0.01% 2100

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
GWMI
Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

JFS Wealth Advisors's UTI Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Universal Technical Institute (UTI) in Q2 2026: 6 shares worth $257. The stake represents ﹤0.01% of the portfolio and ranks #2100 among its holdings.

56 funds tracked by Wall St. Rank hold UTI as of Q2 2026.

  • JFS Wealth Advisors held 6 shares of Universal Technical Institute worth $257 as of Q2 2026.
  • Universal Technical Institute was a new JFS Wealth Advisors position in Q2 2026.
  • Universal Technical Institute made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2100 holding.
  • 56 funds tracked by Wall St. Rank held Universal Technical Institute as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.