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 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 $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

Arax Advisory Partners's UTL Position: Q1 2026 in Review

Arax Advisory Partners reduced its Unitil (UTL) stake by 42% in Q1 2026, selling an estimated $717 and leaving 19 shares worth $993. The position accounts for ﹤0.01% of the portfolio, ranked #3300.

Arax Advisory Partners first reported a position in UTL in Q3 2024 and has held it in 6 quarters since. The position peaked at $12.5K in Q3 2025. 238 funds tracked by Wall St. Rank hold UTL as of Q1 2026.

Arax Advisory Partners held 19 shares of Unitil worth $993 as of Q1 2026.
Arax Advisory Partners sold 14 Unitil shares in Q1 2026, an estimated $717.
Unitil made up ﹤0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #3300 holding.
Arax Advisory Partners first reported a position in Unitil in Q3 2024 and has held it in 6 quarters since.
Arax Advisory Partners's Unitil position peaked at $12.5K in Q3 2025.
238 funds tracked by Wall St. Rank held Unitil as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.