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Equibles

Guardian Wealth Management, Inc.

Position in UTI — Universal Technical Institute Inc

CIK 1910205 PEORIA, IL
Back to UTI Full portfolio

Position in UTI

as of Jun 30, 2026 · filed Jul 13, 2026
Position Value
$6,053,836
+$887,024 QoQ
Shares Held
141,544
-1.1% QoQ
Ownership
0.257%
of shares outstanding
% of Portfolio
3.26%
of 13F equity value
Holder Rank
#64
of 264 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority Sole 15% Shared 0% None 85%

Common Shares in UTI Over Time

Shares Held

Position Value (USD)

Position in Education & Training Services

Consumer Defensive · as of Jun 30, 2026

Guardian Wealth Management, Inc. holds $6,053,836 across 1 Education & Training Services name. UTI ranks #1 (100.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 UTI
Universal Technical Institute Inc
This page 		141,544 $6,053,836

All Filings in UTI

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15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $6,053,836 141,544
2026-03-31 $5,166,812 143,125
2025-12-31 $3,597,865 137,691
2025-09-30 $4,633,199 142,341
2025-06-30 $4,817,158 142,141
2025-03-31 $3,516,824 136,948
2024-12-31 $3,346,002 130,144
2024-09-30 $1,407,351 86,553
2024-06-30 $24,994 1,589
2024-03-31 $25,328 1,589
2023-12-31 $19,894 1,589
2023-09-30 $13,315 1,589
2023-06-30 $10,979 1,589
2023-03-31 $11,726 1,589
2022-12-31 $1,841 274