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Lodestone Wealth Management’s Universal Technical Institute UTI Stock Holding History

Lodestone Wealth Management’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
Q1 		– Sell
-16
Closed -$418 – 817
2025
Q4 		$418 Buy
+16
New +$453 ﹤0.01% 767

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Lodestone Wealth Management's UTI Position: Q1 2026 in Review

Lodestone Wealth Management sold out of Universal Technical Institute (UTI) in Q1 2026, closing a stake of 16 shares — an estimated $418 sold.

Lodestone Wealth Management first reported a position in UTI in Q4 2025 and held it in 1 quarter. The position peaked at $418 in Q4 2025. 246 funds tracked by Wall St. Rank hold UTI as of Q1 2026.

  • Lodestone Wealth Management reported no remaining Universal Technical Institute position as of Q1 2026 after selling out during the quarter.
  • Lodestone Wealth Management sold 16 Universal Technical Institute shares in Q1 2026, an estimated $418.
  • Lodestone Wealth Management first reported a position in Universal Technical Institute in Q4 2025 and held it in 1 quarter.
  • Lodestone Wealth Management's Universal Technical Institute position peaked at $418 in Q4 2025.
  • 246 funds tracked by Wall St. Rank held Universal Technical Institute as of Q1 2026.

Based on Lodestone Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.