Mount Yale Investment Advisors’s Universal Technical Institute UTI Stock Holding History

Mount Yale Investment 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 Q1	$471K	Buy	+13,050	New	+$412K	0.01%	735

Other funds holding UTI

CCM

Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Mount Yale Investment Advisors's UTI Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Universal Technical Institute (UTI) in Q1 2026: 13,050 shares worth $471K. The stake represents 0.01% of the portfolio and ranks #735 among its holdings.

246 funds tracked by Wall St. Rank hold UTI as of Q1 2026.

Mount Yale Investment Advisors held 13,050 shares of Universal Technical Institute worth $471K as of Q1 2026.
Universal Technical Institute was a new Mount Yale Investment Advisors position in Q1 2026.
Universal Technical Institute made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #735 holding.
246 funds tracked by Wall St. Rank held Universal Technical Institute as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.