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Addison Advisors’s Unitil UTL Stock Holding History

Addison 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 		$11.3K Sell
215
-215
-50% -$11.2K 0.01% 398
2026
Q1 		$22.5K Hold
430
– – 0.01% 540
2025
Q4 		$20.8K Hold
430
– – ﹤0.01% 543
2025
Q3 		$20.6K Sell
430
-215
-33% -$10.5K ﹤0.01% 550
2025
Q2 		$33.6K Buy
+645
New +$35.8K 0.01% 458

Other funds holding UTL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Addison Advisors's UTL Position: Q2 2026 in Review

Addison Advisors reduced its Unitil (UTL) stake by 50% in Q2 2026, selling an estimated $11.2K and leaving 215 shares worth $11.3K. The position accounts for 0.01% of the portfolio, ranked #398.

Addison Advisors first reported a position in UTL in Q2 2025 and has held it in 5 quarters since. The position peaked at $33.6K in Q2 2025. 243 funds tracked by Wall St. Rank hold UTL as of Q2 2026.

  • Addison Advisors held 215 shares of Unitil worth $11.3K as of Q2 2026.
  • Addison Advisors sold 215 Unitil shares in Q2 2026, an estimated $11.2K.
  • Unitil made up 0.01% of Addison Advisors's portfolio in Q2 2026, its #398 holding.
  • Addison Advisors first reported a position in Unitil in Q2 2025 and has held it in 5 quarters since.
  • Addison Advisors's Unitil position peaked at $33.6K in Q2 2025.
  • 243 funds tracked by Wall St. Rank held Unitil as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.