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Valued Wealth Advisors’s Universal Technical Institute UTI Stock Holding History

Valued Wealth Advisors’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 		$5.09K Buy
119
+39
+49% +$1.5K ﹤0.01% 441
2026
Q1 		$2.89K Buy
+80
New +$2.52K ﹤0.01% 483

Other funds holding UTI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
T. Rowe Price Associates
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Thrivent Financial for Lutherans
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
PP
Praetorian PR Rincon, Puerto Rico $314M AUM 48.29% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Valued Wealth Advisors's UTI Position: Q2 2026 in Review

Valued Wealth Advisors increased its Universal Technical Institute (UTI) stake by 49% in Q2 2026, buying an estimated $1.5K and bringing the position to 119 shares worth $5.09K. The position accounts for ﹤0.01% of the portfolio, ranked #441.

Valued Wealth Advisors first reported a position in UTI in Q1 2026 and has held it in 2 quarters since. 263 funds tracked by Wall St. Rank hold UTI as of Q2 2026.

  • Valued Wealth Advisors held 119 shares of Universal Technical Institute worth $5.09K as of Q2 2026.
  • Valued Wealth Advisors bought 39 Universal Technical Institute shares in Q2 2026, an estimated $1.5K.
  • Universal Technical Institute made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #441 holding.
  • Valued Wealth Advisors first reported a position in Universal Technical Institute in Q1 2026 and has held it in 2 quarters since.
  • 263 funds tracked by Wall St. Rank held Universal Technical Institute as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.