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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

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

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. 263 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.
  • 263 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.