Advisory Services Network’s Unitil UTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $18.3K | Buy |
+350
| New | +$17.9K | ﹤0.01% | 3249 |
|
|
2025
Q4 | – | Sell |
-350
| Closed | -$16.8K | – | 4134 |
|
|
2025
Q3 | $16.8K | Buy |
+350
| New | +$17.1K | ﹤0.01% | 3031 |
|
|
2024
Q1 | – | Sell |
-500
| Closed | -$26.3K | – | 3563 |
|
|
2023
Q4 | $26.3K | Buy |
+500
| New | +$24.2K | ﹤0.01% | 2367 |
|
|
2023
Q2 | – | Sell |
-1,352
| Closed | -$77.1K | – | 3561 |
|
|
2023
Q1 | $77.1K | Sell |
1,352
-518
| -28% | -$27.7K | ﹤0.01% | 1800 |
|
|
2022
Q4 | $96K | Buy |
+1,870
| New | +$95.1K | ﹤0.01% | 1647 |
|
|
2021
Q3 | – | Sell |
-2,053
| Closed | -$109K | – | 3141 |
|
|
2021
Q2 | $109K | Buy |
+2,053
| New | +$110K | ﹤0.01% | 1565 |
|
|
2021
Q1 | – | Sell |
-2,964
| Closed | -$131K | – | 2868 |
|
|
2020
Q4 | $131K | Sell |
2,964
-234
| -7% | -$9.34K | 0.01% | 1215 |
|
|
2020
Q3 | $123K | Buy |
+3,198
| New | +$134K | 0.01% | 1159 |
|
|
2020
Q2 | – | Sell |
-3,251
| Closed | -$170K | – | 2658 |
|
|
2020
Q1 | $170K | Buy |
3,251
+9
| +0.3% | +$533 | 0.01% | 875 |
|
|
2019
Q4 | $201K | Buy |
3,242
+1,280
| +65% | +$79.1K | 0.01% | 892 |
|
|
2019
Q3 | $118K | Hold |
1,962
| – | – | 0.01% | 998 |
|
|
2019
Q2 | $118K | Buy |
1,962
+9
| +0.5% | +$512 | 0.01% | 996 |
|
|
2019
Q1 | $106K | Buy |
1,953
+10
| +0.5% | +$522 | 0.01% | 966 |
|
|
2018
Q4 | $98K | Buy |
1,943
+10
| +0.5% | +$498 | 0.01% | 907 |
|
|
2018
Q3 | $98K | Buy |
1,933
+10
| +0.5% | +$510 | 0.01% | 978 |
|
|
2018
Q2 | $100K | Buy |
1,923
+361
| +23% | +$17.4K | 0.01% | 947 |
|
|
2018
Q1 | $72K | Buy |
1,562
+1,412
| +941% | +$62K | 0.01% | 1169 |
|
|
2017
Q4 | $7K | Hold |
150
| – | – | ﹤0.01% | 1981 |
|
|
2017
Q3 | $7K | Hold |
150
| – | – | ﹤0.01% | 1758 |
|
|
2017
Q2 | $7K | Hold |
150
| – | – | ﹤0.01% | 1696 |
|
|
2017
Q1 | $7K | Buy |
+150
| New | +$6.74K | ﹤0.01% | 1611 |
|
|
2016
Q3 | $6K | Hold |
150
| – | – | ﹤0.01% | 1477 |
|
|
2016
Q2 | $6K | Hold |
150
| – | – | ﹤0.01% | 1368 |
|
|
2016
Q1 | $6K | Hold |
150
| – | – | ﹤0.01% | 1229 |
|
|
2015
Q4 | $5K | Hold |
150
| – | – | ﹤0.01% | 1158 |
|
|
2015
Q3 | $6K | Hold |
150
| – | – | ﹤0.01% | 1088 |
|
|
2015
Q2 | $5K | Hold |
150
| – | – | ﹤0.01% | 1093 |
|
|
2015
Q1 | $5K | Hold |
150
| – | – | ﹤0.01% | 1016 |
|
|
2014
Q4 | $5K | Buy |
+150
| New | +$5.23K | ﹤0.01% | 913 |
|
|
2014
Q1 | – | Sell |
-150
| Closed | -$5K | – | 772 |
|
|
2013
Q4 | $5K | Buy |
+150
| New | +$4.52K | ﹤0.01% | 809 |
|
Other funds holding UTL
VCM
FCM
VPM
Advisory Services Network's UTL Position: Q1 2026 in Review
Advisory Services Network opened a new position in Unitil (UTL) in Q1 2026: 350 shares worth $18.3K. The stake represents ﹤0.01% of the portfolio and ranks #3249 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in UTL as recently as Q3 2025.
Advisory Services Network first reported a position in UTL in Q4 2013 and has held it in 30 quarters since. The position peaked at $201K in Q4 2019. 238 funds tracked by Wall St. Rank hold UTL as of Q1 2026.
- Advisory Services Network held 350 shares of Unitil worth $18.3K as of Q1 2026.
- Unitil was a new Advisory Services Network position in Q1 2026.
- Unitil made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #3249 holding.
- Advisory Services Network first reported a position in Unitil in Q4 2013 and has held it in 30 quarters since.
- Advisory Services Network's Unitil position peaked at $201K in Q4 2019.
- 238 funds tracked by Wall St. Rank held Unitil as of Q1 2026.
Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.