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 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

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

Advisornet Financial's UTL Position: Q2 2026 in Review

Advisornet Financial held its Unitil (UTL) position steady in Q2 2026 at 150 shares worth $7.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1661.

Advisornet Financial first reported a position in UTL in Q4 2025 and has held it in 3 quarters since. 243 funds tracked by Wall St. Rank hold UTL as of Q2 2026.

Advisornet Financial held 150 shares of Unitil worth $7.9K as of Q2 2026.
Advisornet Financial left its Unitil share count unchanged in Q2 2026.
Unitil made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1661 holding.
Advisornet Financial first reported a position in Unitil in Q4 2025 and has held it in 3 quarters since.
243 funds tracked by Wall St. Rank held Unitil as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.