Pinnacle Wealth Planning Services’s Universal Technical Institute UTI Stock Holding History

Pinnacle Wealth Planning Services’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	$33K	Buy	+772	New	+$29.7K	﹤0.01%	1538

Other funds holding UTI

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

CAM

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

Praetorian PR Rincon, Puerto Rico $314M AUM 48.29% 1-Year Est. Return

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

Pinnacle Wealth Planning Services's UTI Position: Q2 2026 in Review

Pinnacle Wealth Planning Services opened a new position in Universal Technical Institute (UTI) in Q2 2026: 772 shares worth $33K. The stake represents ﹤0.01% of the portfolio and ranks #1538 among its holdings.

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

Pinnacle Wealth Planning Services held 772 shares of Universal Technical Institute worth $33K as of Q2 2026.
Universal Technical Institute was a new Pinnacle Wealth Planning Services position in Q2 2026.
Universal Technical Institute made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1538 holding.
262 funds tracked by Wall St. Rank held Universal Technical Institute as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.