JFS Wealth Advisors
UTI icon

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
Q3 		$225 Buy
12
+6
+100% +$182 ﹤0.01% 2068
2026
Q2 		$257 Buy
+6
New +$231 ﹤0.01% 2100

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Geode Capital Management
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Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
CenterBook Partners
CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Journey Advisory Group
Journey Advisory Group Covington, Kentucky $1.34B AUM 18.87% 1-Year Est. Return

JFS Wealth Advisors's UTI Position: Q3 2026 in Review

JFS Wealth Advisors increased its Universal Technical Institute (UTI) stake by 100% in Q3 2026, buying an estimated $182 and bringing the position to 12 shares worth $225. The position accounts for ﹤0.01% of the portfolio, ranked #2068.

JFS Wealth Advisors first reported a position in UTI in Q2 2026 and has held it in 2 quarters since. The position peaked at $257 in Q2 2026. 86 funds tracked by Wall St. Rank hold UTI as of Q3 2026.

  • JFS Wealth Advisors held 12 shares of Universal Technical Institute worth $225 as of Q3 2026.
  • JFS Wealth Advisors bought 6 Universal Technical Institute shares in Q3 2026, an estimated $182.
  • Universal Technical Institute made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #2068 holding.
  • JFS Wealth Advisors first reported a position in Universal Technical Institute in Q2 2026 and has held it in 2 quarters since.
  • JFS Wealth Advisors's Universal Technical Institute position peaked at $257 in Q2 2026.
  • 86 funds tracked by Wall St. Rank held Universal Technical Institute as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.