AWM Investment Company, Inc. UTI — Universal Technical Institute,

Ownership history in AWM Investment Company, Inc.  ·  22 quarters on record

AI Ownership Summary

AWM Investment Company, Inc. reported Universal Technical Institute, (UTI) in 22 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 1.95% in 2026 Q1. The latest visible filing shows UTI at 1.95% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UTI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AWM Investment Company, Inc.'s position in Universal Technical Institute,, 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 1.95% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.95% in 2026 Q1

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

Time in book
Holding Window
2024 Q1 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 AWM Investment Company, Inc. fund profile AWM Investment Company, Inc. full holdings
How AWM Investment Company, 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 489,098 +55,000 +12.7% 1.95% $17.7M 2026-05-15 $39.56
2025 Q4 UNCHANGED — — — 434,098 — 0% 1.10% $11.3M 2026-02-13 $30.35
2025 Q3 ADDED — — — 434,098 +11,398 +2.7% 1.32% $14.1M 2025-11-13 $29.38
2025 Q2 REDUCED 18.4% -3.2% ✅ 422,700 -95,000 -18.4% 1.61% $14.3M 2025-08-14 $25.50
2025 Q1 REDUCED — — — 517,700 -19,000 -3.5% 1.83% $13.3M 2025-05-15 $33.73
2024 Q4 REDUCED — — — 536,700 -12,500 -2.3% 1.68% $13.8M 2025-02-18 $28.39
2024 Q3 REDUCED 5.3% +59.1% ❌ 549,200 -30,700 -5.3% 1.08% $8.9M 2024-11-14 $19.54
2024 Q2 REDUCED — — — 579,900 -100 -0.0% 1.23% $9.1M 2024-08-14 $17.17
2024 Q1 REDUCED 48.4% +0.8% ❌ 580,000 -543,053 -48.4% 1.21% $9.2M 2024-05-16 $15.26
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding UTI

As of 2026 Q2 — sorted by position size

Guardian Wealth Management, Inc. 3Y 2.97% Conestoga Capital Advisors, LLC 3Y 7Y 1.1% Pembroke Management, LTD 3Y 7Y 0.93% CONGRESS ASSET MANAGEMENT CO 3Y 7Y 0.79% Kopp Family Office, LLC 3Y 0.45% ISTHMUS PARTNERS, LLC 3Y 7Y 0.4% WASATCH ADVISORS LP 3Y 7Y 0.36% CHATHAM CAPITAL GROUP, INC. 3Y 7Y 0.35% Register Financial Advisors LLC 3Y 0.32% Yorktown Management & Research Co Inc 3Y 7Y 0.22%

FAQ About AWM Investment Company, 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 AWM Investment Company, Inc. reported owning UTI?

AWM Investment Company, Inc. reported UTI across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported UTI position in AWM Investment Company, Inc.'s portfolio?

The largest reported portfolio weight for UTI was 1.95% in 2026 Q1.

What is the latest reported UTI position on this page?

The most recent filing on this page is 2026 Q1, when AWM Investment Company, Inc. reported 489,098 shares, equal to 1.95% of portfolio, with an estimated market value of $17.7M.

What does the chart on this UTI ownership page compare?

The chart compares AWM Investment Company, 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 AWM Investment Company, Inc. time their UTI position?

Based on 13F filing dates vs. subsequent UTI price moves, AWM Investment Company, Inc. correctly timed 7 out of 14 reported position changes (50%). The annualised alpha on UTI relative to SPY over the holding period was +23.2%.

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