Ameriprise’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 | $2.61M | Sell |
49,983
-2,932
| -6% | -$150K | ﹤0.01% | 2826 |
|
|
2025
Q4 | $2.59M | Sell |
52,915
-6,117
| -10% | -$298K | ﹤0.01% | 2861 |
|
|
2025
Q3 | $2.83M | Buy |
59,032
+1,343
| +2% | +$65.6K | ﹤0.01% | 2805 |
|
|
2025
Q2 | $3.01M | Sell |
57,689
-1,961
| -3% | -$109K | ﹤0.01% | 2715 |
|
|
2025
Q1 | $3.44M | Buy |
59,650
+2,589
| +5% | +$142K | ﹤0.01% | 2575 |
|
|
2024
Q4 | $3.09M | Sell |
57,061
-5,234
| -8% | -$304K | ﹤0.01% | 2677 |
|
|
2024
Q3 | $3.77M | Buy |
62,295
+8,572
| +16% | +$500K | ﹤0.01% | 2567 |
|
|
2024
Q2 | $2.78M | Sell |
53,723
-11,040
| -17% | -$567K | ﹤0.01% | 2710 |
|
|
2024
Q1 | $3.39M | Sell |
64,763
-4,503
| -7% | -$227K | ﹤0.01% | 2604 |
|
|
2023
Q4 | $3.64M | Sell |
69,266
-24,559
| -26% | -$1.19M | ﹤0.01% | 2561 |
|
|
2023
Q3 | $4.01M | Sell |
93,825
-7,349
| -7% | -$360K | ﹤0.01% | 2453 |
|
|
2023
Q2 | $5.13M | Sell |
101,174
-2,211
| -2% | -$123K | ﹤0.01% | 2328 |
|
|
2023
Q1 | $5.9M | Sell |
103,385
-1,281
| -1% | -$68.4K | ﹤0.01% | 2202 |
|
|
2022
Q4 | $5.38M | Sell |
104,666
-6,855
| -6% | -$349K | ﹤0.01% | 2243 |
|
|
2022
Q3 | $5.18M | Sell |
111,521
-20,409
| -15% | -$1.1M | ﹤0.01% | 2195 |
|
|
2022
Q2 | $7.75M | Sell |
131,930
-1,767
| -1% | -$95.4K | ﹤0.01% | 1953 |
|
|
2022
Q1 | $6.67M | Buy |
133,697
+1,642
| +1% | +$80.3K | ﹤0.01% | 2234 |
|
|
2021
Q4 | $6.07M | Buy |
132,055
+49,453
| +60% | +$2.14M | ﹤0.01% | 2336 |
|
|
2021
Q3 | $3.53M | Buy |
82,602
+78
| +0.1% | +$3.9K | ﹤0.01% | 2611 |
|
|
2021
Q2 | $4.37M | Buy |
82,524
+66,099
| +402% | +$3.56M | ﹤0.01% | 2553 |
|
|
2021
Q1 | $749K | Sell |
16,425
-4,835
| -23% | -$211K | ﹤0.01% | 3254 |
|
|
2020
Q4 | $941K | Sell |
21,260
-8,425
| -28% | -$336K | ﹤0.01% | 3116 |
|
|
2020
Q3 | $1.15M | Buy |
29,685
+562
| +2% | +$23.6K | ﹤0.01% | 2911 |
|
|
2020
Q2 | $1.3M | Sell |
29,123
-27,729
| -49% | -$1.36M | ﹤0.01% | 2800 |
|
|
2020
Q1 | $2.98M | Buy |
56,852
+43,598
| +329% | +$2.58M | ﹤0.01% | 2252 |
|
|
2019
Q4 | $819K | Sell |
13,254
-20,230
| -60% | -$1.25M | ﹤0.01% | 3147 |
|
|
2019
Q3 | $2.12M | Buy |
33,484
+11,035
| +49% | +$661K | ﹤0.01% | 2668 |
|
|
2019
Q2 | $1.34M | Buy |
22,449
+2,003
| +10% | +$114K | ﹤0.01% | 2944 |
|
|
2019
Q1 | $1.11M | Buy |
+20,446
| New | +$1.07M | ﹤0.01% | 2991 |
|
|
2015
Q2 | – | Sell |
-53,647
| Closed | -$1.86M | – | 4071 |
|
|
2015
Q1 | $1.86M | Sell |
53,647
-376
| -0.7% | -$13.3K | ﹤0.01% | 2624 |
|
|
2014
Q4 | $1.98M | Buy |
54,023
+14,812
| +38% | +$517K | ﹤0.01% | 2565 |
|
|
2014
Q3 | $1.22M | Sell |
39,211
-46,270
| -54% | -$1.5M | ﹤0.01% | 2699 |
|
|
2014
Q2 | $2.89M | Buy |
85,481
+22,420
| +36% | +$744K | ﹤0.01% | 2369 |
|
|
2014
Q1 | $2.07M | Buy |
63,061
+510
| +0.8% | +$15.8K | ﹤0.01% | 2477 |
|
|
2013
Q4 | $1.91M | Sell |
62,551
-8,321
| -12% | -$251K | ﹤0.01% | 2485 |
|
|
2013
Q3 | $2.08M | Buy |
70,872
+69,191
| +4,116% | +$2.04M | ﹤0.01% | 2425 |
|
|
2013
Q2 | $48K | Buy |
+1,681
| New | +$49K | ﹤0.01% | 3733 |
|
Other funds holding UTL
VCM
FCM
VPM
Ameriprise's UTL Position: Q1 2026 in Review
Ameriprise reduced its Unitil (UTL) stake by 5.5% in Q1 2026, selling an estimated $150K and leaving 49,983 shares worth $2.61M. The position accounts for ﹤0.01% of the portfolio, ranked #2826.
Ameriprise first reported a position in UTL in Q2 2013 and has held it in 37 quarters since. The position peaked at $7.75M in Q2 2022. 238 funds tracked by Wall St. Rank hold UTL as of Q1 2026.
- Ameriprise held 49,983 shares of Unitil worth $2.61M as of Q1 2026.
- Ameriprise sold 2,932 Unitil shares in Q1 2026, an estimated $150K.
- Unitil made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #2826 holding.
- Ameriprise first reported a position in Unitil in Q2 2013 and has held it in 37 quarters since.
- Ameriprise's Unitil position peaked at $7.75M in Q2 2022.
- 238 funds tracked by Wall St. Rank held Unitil as of Q1 2026.
Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.