Pinnacle Wealth Planning Services, Inc.
Position in UTI — Universal Technical Institute Inc
CIK 1726752
MANSFIELD, OH
Position in UTI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$33,018
New position
Shares Held
772
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#220
of 262 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Education & Training Services
Consumer Defensive · as of Jun 30, 2026Pinnacle Wealth Planning Services, Inc. holds $394,972 across 10 Education & Training Services names. UTI ranks #5 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRN |
Stride, Inc.
|
1,050 | $90,552 | |
| 2 | CVSA |
Covista Inc.
|
719 | $89,630 | |
| 3 | LAUR |
Laureate Education, Inc.
|
1,433 | $52,046 | |
| 4 | PRDO |
PERDOCEO EDUCATION Corp
|
1,384 | $44,288 | |
| 5 | UTI |
Universal Technical Institute Inc
This page
|
772 | $33,018 | |
| 6 | COUR |
Coursera, Inc.
|
5,220 | $29,440 | |
| 7 | STRA |
Strategic Education, Inc.
|
384 | $29,422 | |
| 8 | TAL |
TAL Education Group
|
1,445 | $13,828 |
All Filings in UTI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,018 | 772 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||