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West Financial Advisors’s Universal Technical Institute UTI Stock Holding History

West Financial 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 		$4.28K Hold
100
– – ﹤0.01% 154
2026
Q1 		$3.61K Hold
100
– – ﹤0.01% 153
2025
Q4 		$2.61K Hold
100
– – ﹤0.01% 194
2025
Q3 		$3.25K Hold
100
– – ﹤0.01% 158
2025
Q2 		$3.39K Hold
100
– – ﹤0.01% 171
2025
Q1 		$2.57K Hold
100
– – ﹤0.01% 173
2024
Q4 		$2.57K Hold
100
– – ﹤0.01% 173
2024
Q3 		$1.63K Hold
100
– – ﹤0.01% 171
2024
Q2 		$1.57K Hold
100
– – ﹤0.01% 143
2024
Q1 		$1.59K Buy
+100
New +$1.45K ﹤0.01% 138

Other funds holding UTI

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
GWMI
Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

West Financial Advisors's UTI Position: Q2 2026 in Review

West Financial Advisors held its Universal Technical Institute (UTI) position steady in Q2 2026 at 100 shares worth $4.28K. The position accounts for ﹤0.01% of the portfolio, ranked #154.

West Financial Advisors first reported a position in UTI in Q1 2024 and has held it in 10 quarters since. 33 funds tracked by Wall St. Rank hold UTI as of Q2 2026.

  • West Financial Advisors held 100 shares of Universal Technical Institute worth $4.28K as of Q2 2026.
  • West Financial Advisors left its Universal Technical Institute share count unchanged in Q2 2026.
  • Universal Technical Institute made up ﹤0.01% of West Financial Advisors's portfolio in Q2 2026, its #154 holding.
  • West Financial Advisors first reported a position in Universal Technical Institute in Q1 2024 and has held it in 10 quarters since.
  • 33 funds tracked by Wall St. Rank held Universal Technical Institute as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.