Arcadia Wealth Management, Inc. UTI — UNIVERSAL TECHNICAL INST INC

Ownership history in Arcadia Wealth Management, Inc.  ·  6 quarters on record

AI Ownership Summary

Arcadia Wealth Management, Inc. reported UNIVERSAL TECHNICAL INST INC (UTI) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.62% in 2025 Q2. The latest visible filing shows UTI at 0.49% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this UTI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Arcadia Wealth Management, Inc.'s position in UNIVERSAL TECHNICAL INST INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

UTI was reported at 0.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.62% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

UTI stock page Arcadia Wealth Management, Inc. fund profile Arcadia Wealth Management, Inc. full holdings
How Arcadia Wealth Management, Inc. held UTI — position size vs. price
% of Fund (quarterly)    UTI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 24,946 -4,000 -13.8% 0.49% $901K 2026-05-14 $41.50
2025 Q4 ADDED — — — 28,946 +2,000 +7.4% 0.43% $756K 2026-02-10 $27.08
2025 Q3 UNCHANGED — — — 26,946 — 0% 0.53% $877K 2025-11-04 $28.15
2025 Q2 REDUCED — — — 26,946 -800 -2.9% 0.62% $913K 2025-08-04 $31.32
2025 Q1 UNCHANGED — — — 27,746 — 0% 0.56% $713K 2025-05-12 $34.14
2024 Q4 INITIATED — — — 27,746 — — 0.61% $713K 2025-03-06 $26.29

🏢 Other funds also holding UTI

As of 2026 Q1 — sorted by position size

Praetorian PR LLC 3Y 13.13% Coliseum Capital Management, LLC 3Y 7Y 11.75% Pillsbury Lake Capital LLC 3.59% Guardian Wealth Management, Inc. 3Y 2.82% Westwind Capital 3Y 7Y 2.54% NEXT CENTURY GROWTH INVESTORS LLC 3Y 7Y 2.5% PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 3Y 7Y 2.24% Manatuck Hill Partners, LLC 3Y 7Y 2.09% AWM Investment Company, Inc. 3Y 7Y 1.95% NEEDHAM INVESTMENT MANAGEMENT LLC 3Y 7Y 1.9%

FAQ About Arcadia Wealth Management, Inc. and UTI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Arcadia Wealth Management, Inc. reported owning UTI?

Arcadia Wealth Management, Inc. reported UTI across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported UTI position in Arcadia Wealth Management, Inc.'s portfolio?

The largest reported portfolio weight for UTI was 0.62% in 2025 Q2.

What is the latest reported UTI position on this page?

The most recent filing on this page is 2026 Q1, when Arcadia Wealth Management, Inc. reported 24,946 shares, equal to 0.49% of portfolio, with an estimated market value of $901K.

What does the chart on this UTI ownership page compare?

The chart compares Arcadia Wealth Management, Inc.'s quarterly UTI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Arcadia Wealth Management, Inc. time their UTI position?

Based on 13F filing dates vs. subsequent UTI price moves, Arcadia Wealth Management, Inc. correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on UTI relative to SPY over the holding period was +15.9%.

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