AF
UTL icon

Allworth Financial’s Unitil UTL Stock Holding History

Allworth 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
Q1 		$4.65K Sell
89
-12
-12% -$615 ﹤0.01% 4009
2025
Q4 		$4.89K Buy
101
+71
+237% +$3.46K ﹤0.01% 3726
2025
Q3 		$1.44K Sell
30
-46
-61% -$2.25K ﹤0.01% 4144
2025
Q2 		$3.96K Buy
+76
New +$4.21K ﹤0.01% 3387
2024
Q1 		– Sell
-300
Closed -$15.8K – 3684
2023
Q4 		$15.8K Sell
300
-100
-25% -$4.84K ﹤0.01% 1771
2023
Q3 		$17.1K Hold
400
– – ﹤0.01% 1624
2023
Q2 		$20.3K Hold
400
– – ﹤0.01% 1523
2023
Q1 		$22.8K Hold
400
– – ﹤0.01% 1383
2022
Q4 		$20.5K Hold
400
– – ﹤0.01% 1351
2022
Q3 		$19K Buy
+400
New +$21.6K ﹤0.01% 1324
2022
Q2 		– Sell
-195
Closed -$10K – 2837
2022
Q1 		$10K Hold
195
– – ﹤0.01% 1496
2021
Q4 		$9K Buy
+195
New +$8.45K ﹤0.01% 1432

Other funds holding UTL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return