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 Q2	$25.3K	Buy	480 +391	+439%	+$20.3K	﹤0.01%	3007
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 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

Allworth Financial's UTL Position: Q2 2026 in Review

Allworth Financial increased its Unitil (UTL) stake by 439% in Q2 2026, buying an estimated $20.3K and bringing the position to 480 shares worth $25.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3007.

Allworth Financial first reported a position in UTL in Q4 2021 and has held it in 13 quarters since. 243 funds tracked by Wall St. Rank hold UTL as of Q2 2026.

Allworth Financial held 480 shares of Unitil worth $25.3K as of Q2 2026.
Allworth Financial bought 391 Unitil shares in Q2 2026, an estimated $20.3K.
Unitil made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3007 holding.
Allworth Financial first reported a position in Unitil in Q4 2021 and has held it in 13 quarters since.
243 funds tracked by Wall St. Rank held Unitil as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.