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True Wealth Design’s Universal Technical Institute UTI Stock Holding History

True Wealth Design’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
-12
Closed -$391 – 2824
2025
Q3 		$391 Buy
+12
New +$353 ﹤0.01% 2085

Other funds holding UTI

CCM
Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $59.5B AUM 35.96% 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 $13.8B AUM 163.97% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

True Wealth Design's UTI Position: Q4 2025 in Review

True Wealth Design sold out of Universal Technical Institute (UTI) in Q4 2025, closing a stake of 12 shares — an estimated $391 sold.

True Wealth Design first reported a position in UTI in Q3 2025 and held it in 1 quarter. The position peaked at $391 in Q3 2025. 228 funds tracked by Wall St. Rank hold UTI as of Q4 2025.

  • True Wealth Design reported no remaining Universal Technical Institute position as of Q4 2025 after selling out during the quarter.
  • True Wealth Design sold 12 Universal Technical Institute shares in Q4 2025, an estimated $391.
  • True Wealth Design first reported a position in Universal Technical Institute in Q3 2025 and held it in 1 quarter.
  • True Wealth Design's Universal Technical Institute position peaked at $391 in Q3 2025.
  • 228 funds tracked by Wall St. Rank held Universal Technical Institute as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.