Ankerstar Wealth’s Unitil UTL Stock Holding History

Ankerstar Wealth’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	$158	Hold	3	–	–	﹤0.01%	920
2026 Q1	$157	Hold	3	–	–	﹤0.01%	884
2025 Q4	$145	Buy	+3	New	+$146	﹤0.01%	952

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

Ankerstar Wealth's UTL Position: Q2 2026 in Review

Ankerstar Wealth held its Unitil (UTL) position steady in Q2 2026 at 3 shares worth $158. The position accounts for ﹤0.01% of the portfolio, ranked #920.

Ankerstar Wealth first reported a position in UTL in Q4 2025 and has held it in 3 quarters since. 242 funds tracked by Wall St. Rank hold UTL as of Q2 2026.

Ankerstar Wealth held 3 shares of Unitil worth $158 as of Q2 2026.
Ankerstar Wealth left its Unitil share count unchanged in Q2 2026.
Unitil made up ﹤0.01% of Ankerstar Wealth's portfolio in Q2 2026, its #920 holding.
Ankerstar Wealth first reported a position in Unitil in Q4 2025 and has held it in 3 quarters since.
242 funds tracked by Wall St. Rank held Unitil as of Q2 2026.

Based on Ankerstar Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.