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Advisornet Financial’s Unitil UTL Stock Holding History

Advisornet Financial’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
Q3 		– Sell
-150
Closed -$7.9K – 2033
2026
Q2 		$7.9K Hold
150
– – ﹤0.01% 1661
2026
Q1 		$7.84K Hold
150
– – ﹤0.01% 1614
2025
Q4 		$7.27K Buy
+150
New +$7.3K ﹤0.01% 1641

Other funds holding UTL

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Advisornet Financial's UTL Position: Q3 2026 in Review

Advisornet Financial sold out of Unitil (UTL) in Q3 2026, closing a stake of 150 shares — an estimated $7.9K sold.

Advisornet Financial first reported a position in UTL in Q4 2025 and held it in 3 quarters. The position peaked at $7.9K in Q2 2026. 17 funds tracked by Wall St. Rank hold UTL as of Q3 2026.

  • Advisornet Financial reported no remaining Unitil position as of Q3 2026 after selling out during the quarter.
  • Advisornet Financial sold 150 Unitil shares in Q3 2026, an estimated $7.9K.
  • Advisornet Financial first reported a position in Unitil in Q4 2025 and held it in 3 quarters.
  • Advisornet Financial's Unitil position peaked at $7.9K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held Unitil as of Q3 2026.

Based on Advisornet Financial's 13F filing for Q3 2026, filed 15 Oct 2026.