Wealth Enhancement Advisory Services
UTI icon

Wealth Enhancement Advisory Services’s Universal Technical Institute UTI Stock Holding History

Wealth Enhancement Advisory Services’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 		$102K Buy
8,017
+1,861
+30% +$71.5K ﹤0.01% 3793
2026
Q1 		$10.6K Buy
+6,156
New +$194K ﹤0.01% 3556
2025
Q4 		– Sell
-7,054
Closed -$212K – 3806
2025
Q3 		$212K Buy
+7,054
New +$207K ﹤0.01% 3088

Other funds holding UTI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 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 $3.37T AUM 44.26% 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 $15.3B AUM 25.06% 1-Year Est. Return

Wealth Enhancement Advisory Services's UTI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Universal Technical Institute (UTI) stake by 30% in Q2 2026, buying an estimated $71.5K and bringing the position to 8,017 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #3793.

Wealth Enhancement Advisory Services first reported a position in UTI in Q3 2025 and has held it in 3 quarters since. The position peaked at $212K in Q3 2025. 263 funds tracked by Wall St. Rank hold UTI as of Q2 2026.

  • Wealth Enhancement Advisory Services held 8,017 shares of Universal Technical Institute worth $102K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 1,861 Universal Technical Institute shares in Q2 2026, an estimated $71.5K.
  • Universal Technical Institute made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3793 holding.
  • Wealth Enhancement Advisory Services first reported a position in Universal Technical Institute in Q3 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Advisory Services's Universal Technical Institute position peaked at $212K in Q3 2025.
  • 263 funds tracked by Wall St. Rank held Universal Technical Institute as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.