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Whalen Wealth Management’s Universal Technical Institute UTI Stock Holding History

Whalen 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 		– Sell
-10,313
Closed -$441K – 249
2026
Q2 		$441K Sell
10,313
-10,869
-51% -$418K 0.2% 125
2026
Q1 		$765K Buy
21,182
+10,193
+93% +$322K 0.41% 64
2025
Q4 		$287K Buy
+10,989
New +$311K 0.15% 166

Other funds holding UTI

WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Whalen Wealth Management's UTI Position: Q3 2026 in Review

Whalen Wealth Management sold out of Universal Technical Institute (UTI) in Q3 2026, closing a stake of 10,313 shares — an estimated $441K sold.

Whalen Wealth Management first reported a position in UTI in Q4 2025 and held it in 3 quarters. The position peaked at $765K in Q1 2026. 5 funds tracked by Wall St. Rank hold UTI as of Q3 2026.

  • Whalen Wealth Management reported no remaining Universal Technical Institute position as of Q3 2026 after selling out during the quarter.
  • Whalen Wealth Management sold 10,313 Universal Technical Institute shares in Q3 2026, an estimated $441K.
  • Whalen Wealth Management first reported a position in Universal Technical Institute in Q4 2025 and held it in 3 quarters.
  • Whalen Wealth Management's Universal Technical Institute position peaked at $765K in Q1 2026.
  • 5 funds tracked by Wall St. Rank held Universal Technical Institute as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.