UMB Private Wealth Management’s Universal Technical Institute UTI Stock Holding History

UMB Private Wealth Management’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	$672	Buy	+36	New	+$1.09K	﹤0.01%	1179

Other funds holding UTI

Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return

CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

GWMI

Guardian Wealth Management (Illinois) Peoria, Illinois $196M AUM 16.26% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

UMB Private Wealth Management's UTI Position: Q3 2026 in Review

UMB Private Wealth Management opened a new position in Universal Technical Institute (UTI) in Q3 2026: 36 shares worth $672. The stake represents ﹤0.01% of the portfolio and ranks #1179 among its holdings.

56 funds tracked by Wall St. Rank hold UTI as of Q3 2026.

UMB Private Wealth Management held 36 shares of Universal Technical Institute worth $672 as of Q3 2026.
Universal Technical Institute was a new UMB Private Wealth Management position in Q3 2026.
Universal Technical Institute made up ﹤0.01% of UMB Private Wealth Management's portfolio in Q3 2026, its #1179 holding.
56 funds tracked by Wall St. Rank held Universal Technical Institute as of Q3 2026.

Based on UMB Private Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.