Corient Private Wealth LLC
Position in UTI — Universal Technical Institute Inc
CIK 1948780
MIAMI, FL
Position in UTI
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$1,318,342
+$195,452 QoQ
Shares Held
30,824
-0.9% QoQ
Ownership
0.056%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#112
of 263 holders
Holding Since
Mar 2026
2 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, 2026Corient Private Wealth LLC holds $27,344,049 across 13 Education & Training Services names. UTI ranks #3 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVSA |
Covista Inc.
|
137,903 | $17,190,987 | |
| 2 | LAUR |
Laureate Education, Inc.
|
113,791 | $4,132,889 | |
| 3 | UTI |
Universal Technical Institute Inc
This page
|
30,824 | $1,318,342 | |
| 4 | COUR |
Coursera, Inc.
|
196,817 | $1,110,047 | |
| 5 | LINC |
Lincoln Educational Services Corp
|
14,698 | $733,430 | |
| 6 | STRA |
Strategic Education, Inc.
|
7,717 | $591,276 | |
| 7 | TAL |
TAL Education Group
|
53,053 | $507,717 | |
| 8 | LOPE |
Grand Canyon Education, Inc.
|
3,521 | $503,890 |
All Filings in UTI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,318,342 | 30,824 | Shares | Sole | 2026-08-27 | |
| 2026-03-31 | $1,122,890 | 31,105 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||