1620 Investment Advisors’s Unitil UTL Stock Holding History

1620 Investment Advisors’s Portfolio UTL Stock Details UTL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$206K	Sell	3,910 -660	-14%	-$34.2K	0.13%	177
2026 Q1	$239K	Sell	4,570 -84	-2%	-$4.3K	0.16%	134
2025 Q4	$225K	Sell	4,654 -506	-10%	-$24.6K	0.15%	144
2025 Q3	$247K	Sell	5,160 -288	-5%	-$14.1K	0.17%	134
2025 Q2	$284K	Sell	5,448 -225	-4%	-$12.5K	0.2%	126
2025 Q1	$327K	Sell	5,673 -30	-0.5%	-$1.65K	0.25%	117
2024 Q4	$309K	Sell	5,703 -452	-7%	-$26.2K	0.23%	125
2024 Q3	$373K	Sell	6,155 -990	-14%	-$57.8K	0.27%	112
2024 Q2	$370K	Buy	7,145 +648	+10%	+$33.3K	0.28%	105
2024 Q1	$340K	Sell	6,497 -39	-0.6%	-$1.96K	0.34%	98
2023 Q4	$344K	Buy	6,536 +92	+1%	+$4.45K	0.38%	91
2023 Q3	$275K	Buy	+6,444	New	+$316K	0.31%	109
2023 Q2	–	Sell	-3,748	Closed	-$214K	–	152
2023 Q1	$214K	Buy	+3,748	New	+$200K	0.26%	122
2022 Q4	–	Sell	-4,538	Closed	-$211K	–	136
2022 Q3	$211K	Buy	+4,538	New	+$246K	0.31%	108

Other funds holding UTL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

1620 Investment Advisors's UTL Position: Q2 2026 in Review

1620 Investment Advisors reduced its Unitil (UTL) stake by 14% in Q2 2026, selling an estimated $34.2K and leaving 3,910 shares worth $206K. The position accounts for 0.13% of the portfolio, ranked #177.

1620 Investment Advisors first reported a position in UTL in Q3 2022 and has held it in 14 quarters since. The position peaked at $373K in Q3 2024. 245 funds tracked by Wall St. Rank hold UTL as of Q2 2026.

1620 Investment Advisors held 3,910 shares of Unitil worth $206K as of Q2 2026.
1620 Investment Advisors sold 660 Unitil shares in Q2 2026, an estimated $34.2K.
Unitil made up 0.13% of 1620 Investment Advisors's portfolio in Q2 2026, its #177 holding.
1620 Investment Advisors first reported a position in Unitil in Q3 2022 and has held it in 14 quarters since.
1620 Investment Advisors's Unitil position peaked at $373K in Q3 2024.
245 funds tracked by Wall St. Rank held Unitil as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.