Portside Wealth Group
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Portside Wealth Group’s Universal Technical Institute UTI Stock Holding History

Portside Wealth 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 		– Sell
-17,774
Closed -$760K – 561
2026
Q2 		$760K Buy
17,774
+1,055
+6% +$40.5K 0.09% 226
2026
Q1 		$604K Buy
+16,719
New +$528K 0.08% 225

Other funds holding UTI

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Isthmus Partners
Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return
Pembroke Management
Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
KFO
Kopp Family Office Bloomington, Minnesota $161M AUM 13.16% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Portside Wealth Group's UTI Position: Q3 2026 in Review

Portside Wealth Group sold out of Universal Technical Institute (UTI) in Q3 2026, closing a stake of 17,774 shares — an estimated $760K sold.

Portside Wealth Group first reported a position in UTI in Q1 2026 and held it in 2 quarters. The position peaked at $760K in Q2 2026. 26 funds tracked by Wall St. Rank hold UTI as of Q3 2026.

  • Portside Wealth Group reported no remaining Universal Technical Institute position as of Q3 2026 after selling out during the quarter.
  • Portside Wealth Group sold 17,774 Universal Technical Institute shares in Q3 2026, an estimated $760K.
  • Portside Wealth Group first reported a position in Universal Technical Institute in Q1 2026 and held it in 2 quarters.
  • Portside Wealth Group's Universal Technical Institute position peaked at $760K in Q2 2026.
  • 26 funds tracked by Wall St. Rank held Universal Technical Institute as of Q3 2026.

Based on Portside Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.