CWM Advisors, LLC
- SEC CIK
- 0001670139
- Latest filing
- Aug 12, 2026
UTI holding history
Universal Technical Institute Inc in every 13F filed by CWM Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
UTI overviewAll 13F holders of UTIFull Q2 2026 holdings
- Shares (Q2 2026)
- 15,832
- Value
- $677.1K
- % of portfolio
- <0.1%
- Quarters held
- 10
- Since Q1 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 15,832 | $677.1K | <0.1% | +1,395+9.7% | Added | Holders |
| Q1 2026 | 14,437 | $521.2K | <0.1% | −3,401−19.1% | Reduced | Holders |
| Q4 2025 | 17,838 | $466.1K | <0.1% | +3,868+27.7% | Added | Holders |
| Q3 2025 | 13,970 | $454.7K | <0.1% | −23,100−62.3% | Reduced | Holders |
| Q2 2025 | 37,070 | $1.26M | 0.1% | −4,210−10.2% | Reduced | Holders |
| Q1 2025 | 41,280 | $1.06M | 0.1% | +25,795+166.6% | Added | Holders |
| Q4 2024 | 15,485 | $398.1K | <0.1% | −10,071−39.4% | Reduced | Holders |
| Q3 2024 | 25,556 | $415.5K | <0.1% | +3,032+13.5% | Added | Holders |
| Q2 2024 | 22,524 | $354.3K | <0.1% | −47−0.2% | Reduced | Holders |
| Q1 2024 | 22,571 | $359.8K | <0.1% | +22,571 | New | Holders |