WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in UTI — Universal Technical Institute Inc
CIK 1632972
PLYMOUTH, MN
Position in UTI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$342,887
+$332,251 QoQ
Shares Held
8,017
+30.2% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#190
of 262 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UTI Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $7,359,722 across 10 Education & Training Services names. UTI ranks #8 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVSA |
Covista Inc.
|
13,147 | $1,638,905 | |
| 2 | LRN |
Stride, Inc.
|
16,947 | $1,461,509 | |
| 3 | STRA |
Strategic Education, Inc.
|
12,358 | $946,869 | |
| 4 | LAUR |
Laureate Education, Inc.
|
18,565 | $674,280 | |
| 5 | PRDO |
PERDOCEO EDUCATION Corp
|
20,185 | $645,920 | |
| 6 | LOPE |
Grand Canyon Education, Inc.
|
4,497 | $643,565 | |
| 7 | COUR |
Coursera, Inc.
|
89,741 | $506,139 | |
| 8 | UTI |
Universal Technical Institute Inc
This page
|
8,017 | $342,887 |
All Filings in UTI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $342,887 | 8,017 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $10,636 | 6,156 | Shares | Sole | 2026-04-08 | |
| 2025-09-30 | $229,607 | 7,054 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||