Aquatic Capital Management’s Unitil UTL Stock Holding History

Aquatic Capital Management’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	$111K	Buy	2,100 +1,808	+619%	+$93.8K	﹤0.01%	1079
2026 Q1	$15.3K	Sell	292 -3,175	-92%	-$163K	﹤0.01%	1255
2025 Q4	$168K	Sell	3,467 -7,328	-68%	-$357K	﹤0.01%	1038
2025 Q3	$517K	Buy	10,795 +2,532	+31%	+$124K	0.01%	866
2025 Q2	$431K	Buy	8,263 +4,548	+122%	+$252K	0.01%	863
2025 Q1	$214K	Buy	3,715 +657	+21%	+$36.1K	0.01%	918
2024 Q4	$166K	Buy	+3,058	New	+$177K	﹤0.01%	973
2024 Q2	–	Sell	-500	Closed	-$26.2K	–	1618
2024 Q1	$26.2K	Buy	+500	New	+$25.2K	﹤0.01%	1085
2023 Q4	–	Sell	-1,100	Closed	-$47K	–	1651
2023 Q3	$47K	Sell	1,100 -700	-39%	-$34.3K	﹤0.01%	969
2023 Q2	$91K	Buy	+1,800	New	+$99.9K	﹤0.01%	875
2023 Q1	–	Sell	-3,800	Closed	-$195K	–	1778
2022 Q4	$195K	Buy	3,800 +2,000	+111%	+$102K	0.01%	741
2022 Q3	$84K	Buy	1,800 +1,100	+157%	+$59.5K	0.01%	799
2022 Q2	$41K	Buy	700 +200	+40%	+$10.8K	0.01%	696
2022 Q1	$25K	Buy	+500	New	+$24.4K	0.04%	446

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

Aquatic Capital Management's UTL Position: Q2 2026 in Review

Aquatic Capital Management increased its Unitil (UTL) stake by 619% in Q2 2026, buying an estimated $93.8K and bringing the position to 2,100 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #1079.

Aquatic Capital Management first reported a position in UTL in Q1 2022 and has held it in 14 quarters since. The position peaked at $517K in Q3 2025. 243 funds tracked by Wall St. Rank hold UTL as of Q2 2026.

Aquatic Capital Management held 2,100 shares of Unitil worth $111K as of Q2 2026.
Aquatic Capital Management bought 1,808 Unitil shares in Q2 2026, an estimated $93.8K.
Unitil made up ﹤0.01% of Aquatic Capital Management's portfolio in Q2 2026, its #1079 holding.
Aquatic Capital Management first reported a position in Unitil in Q1 2022 and has held it in 14 quarters since.
Aquatic Capital Management's Unitil position peaked at $517K in Q3 2025.
243 funds tracked by Wall St. Rank held Unitil as of Q2 2026.

Based on Aquatic Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.