Corient Private Wealth LLC
Position in UTI — Universal Technical Institute Inc
CIK 1948780
MIAMI, FL
Position in UTI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,122,890
New position
Shares Held
31,105
first reported quarter
Ownership
0.056%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 99.09660826233726.ToString("F0")%
Shared 0.ToString("F0")%
None 0.9033917376627552.ToString("F0")%
Position in Education & Training Services
Consumer Defensive · as of Mar 31, 2026Corient Private Wealth LLC holds $24,020,987 across 10 Education & Training Services names. UTI ranks #4 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVSA |
Covista Inc.
|
135,986 | $15,672,386 | |
| 2 | LOPE |
Grand Canyon Education, Inc.
|
19,459 | $3,308,613 | |
| 3 | COUR |
Coursera, Inc.
|
338,780 | $1,971,699 | |
| 4 | UTI |
Universal Technical Institute Inc
This page
|
31,105 | $1,122,890 | |
| 5 | TAL |
TAL Education Group
|
54,312 | $617,527 | |
| 6 | STRA |
Strategic Education, Inc.
|
5,940 | $492,782 | |
| 7 | UDMY |
Udemy, Inc.
|
68,219 | $315,171 | |
| 8 | PRDO |
PERDOCEO EDUCATION Corp
|
5,895 | $219,352 |
All Filings in UTI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,122,890 | 31,105 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||