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Summit Wealth Group (Colorado)’s Universal Technical Institute UTI Stock Holding History

Summit Wealth Group (Colorado)’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
2025
Q4 		– Sell
-8,288
Closed -$208K – 474
2025
Q3 		$208K Buy
+8,288
New +$244K 0.03% 257

Other funds holding UTI

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Summit Wealth Group (Colorado)'s UTI Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Universal Technical Institute (UTI) in Q4 2025, closing a stake of 8,288 shares — an estimated $208K sold.

Summit Wealth Group (Colorado) first reported a position in UTI in Q3 2025 and held it in 1 quarter. The position peaked at $208K in Q3 2025. 228 funds tracked by Wall St. Rank hold UTI as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Universal Technical Institute position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 8,288 Universal Technical Institute shares in Q4 2025, an estimated $208K.
  • Summit Wealth Group (Colorado) first reported a position in Universal Technical Institute in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Universal Technical Institute position peaked at $208K in Q3 2025.
  • 228 funds tracked by Wall St. Rank held Universal Technical Institute as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.