Arax Advisory Partners’s Unitil UTL Stock Holding History

Arax Advisory Partners’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	$110K	Buy	2,089 +2,070	+10,895%	+$107K	﹤0.01%	2658
2026 Q1	$993	Sell	19 -14	-42%	-$717	﹤0.01%	3300
2025 Q4	$1.6K	Sell	33 -228	-87%	-$11.1K	﹤0.01%	3342
2025 Q3	$12.5K	Buy	261 +219	+521%	+$10.7K	﹤0.01%	2498
2025 Q2	$2.19K	Hold	42	–	–	﹤0.01%	2543
2025 Q1	$2.42K	Buy	+42	New	+$2.31K	﹤0.01%	2013
2024 Q4	–	Sell	-5	Closed	-$303	–	2754
2024 Q3	$303	Buy	+5	New	+$292	﹤0.01%	2476

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

Arax Advisory Partners's UTL Position: Q2 2026 in Review

Arax Advisory Partners increased its Unitil (UTL) stake by 10,895% in Q2 2026, buying an estimated $107K and bringing the position to 2,089 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #2658.

Arax Advisory Partners first reported a position in UTL in Q3 2024 and has held it in 7 quarters since. 245 funds tracked by Wall St. Rank hold UTL as of Q2 2026.

Arax Advisory Partners held 2,089 shares of Unitil worth $110K as of Q2 2026.
Arax Advisory Partners bought 2,070 Unitil shares in Q2 2026, an estimated $107K.
Unitil made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #2658 holding.
Arax Advisory Partners first reported a position in Unitil in Q3 2024 and has held it in 7 quarters since.
245 funds tracked by Wall St. Rank held Unitil as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.