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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
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

CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Whalen Wealth Management's UTI Position: Q1 2026 in Review

Whalen Wealth Management increased its Universal Technical Institute (UTI) stake by 93% in Q1 2026, buying an estimated $322K and bringing the position to 21,182 shares worth $765K. The position accounts for 0.41% of the portfolio, ranked #64.

Whalen Wealth Management first reported a position in UTI in Q4 2025 and has held it in 2 quarters since. 246 funds tracked by Wall St. Rank hold UTI as of Q1 2026.

  • Whalen Wealth Management held 21,182 shares of Universal Technical Institute worth $765K as of Q1 2026.
  • Whalen Wealth Management bought 10,193 Universal Technical Institute shares in Q1 2026, an estimated $322K.
  • Universal Technical Institute made up 0.41% of Whalen Wealth Management's portfolio in Q1 2026, its #64 holding.
  • Whalen Wealth Management first reported a position in Universal Technical Institute in Q4 2025 and has held it in 2 quarters since.
  • 246 funds tracked by Wall St. Rank held Universal Technical Institute as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.