AlphaQuest’s Unitil UTL Stock Holding History

AlphaQuest’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	–	Sell	-9,841	Closed	-$477K	–	2000
2025 Q4	$477K	Buy	9,841 +4,742	+93%	+$231K	0.03%	869
2025 Q3	$244K	Sell	5,099 -1,623	-24%	-$79.2K	0.02%	1288
2025 Q2	$351K	Buy	6,722 +4,980	+286%	+$276K	0.03%	794
2025 Q1	$100K	Buy	+1,742	New	+$95.8K	0.01%	1301
2024 Q3	–	Sell	-6,893	Closed	-$357K	–	1997
2024 Q2	$357K	Buy	+6,893	New	+$354K	0.05%	581

Other funds holding UTL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AlphaQuest's UTL Position: Q1 2026 in Review

AlphaQuest sold out of Unitil (UTL) in Q1 2026, closing a stake of 9,841 shares — an estimated $477K sold.

AlphaQuest first reported a position in UTL in Q2 2024 and held it in 5 quarters. The position peaked at $477K in Q4 2025. 238 funds tracked by Wall St. Rank hold UTL as of Q1 2026.

AlphaQuest reported no remaining Unitil position as of Q1 2026 after selling out during the quarter.
AlphaQuest sold 9,841 Unitil shares in Q1 2026, an estimated $477K.
AlphaQuest first reported a position in Unitil in Q2 2024 and held it in 5 quarters.
AlphaQuest's Unitil position peaked at $477K in Q4 2025.
238 funds tracked by Wall St. Rank held Unitil as of Q1 2026.

Based on AlphaQuest's 13F filing for Q1 2026.