Journey Advisory Group’s Universal Technical Institute UTI Stock Holding History

Journey Advisory 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	$3.94M	Buy	+211,223	New	+$6.4M	0.29%	91

Other funds holding UTI

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

GWMI

Guardian Wealth Management (Illinois) Peoria, Illinois $196M AUM 16.26% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Journey Advisory Group's UTI Position: Q3 2026 in Review

Journey Advisory Group opened a new position in Universal Technical Institute (UTI) in Q3 2026: 211,223 shares worth $3.94M. The stake represents 0.29% of the portfolio and ranks #91 among its holdings.

77 funds tracked by Wall St. Rank hold UTI as of Q3 2026.

Journey Advisory Group held 211,223 shares of Universal Technical Institute worth $3.94M as of Q3 2026.
Universal Technical Institute was a new Journey Advisory Group position in Q3 2026.
Universal Technical Institute made up 0.29% of Journey Advisory Group's portfolio in Q3 2026, its #91 holding.
77 funds tracked by Wall St. Rank held Universal Technical Institute as of Q3 2026.

Based on Journey Advisory Group's 13F filing for Q3 2026, filed 4 Nov 2026.