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Armstrong Advisory Group’s Unitil UTL Stock Holding History

Armstrong Advisory Group’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
2025
Q2 		– Sell
-1,263
Closed -$68.4K – 983
2025
Q1 		$68.4K Hold
1,263
– – 0.01% 325
2024
Q4 		$68.4K Hold
1,263
– – 0.01% 325
2024
Q3 		$76.5K Hold
1,263
– – 0.01% 303
2024
Q2 		$65.4K Hold
1,263
– – 0.01% 320
2024
Q1 		$66.4K Hold
1,263
– – 0.01% 303
2023
Q4 		$66.4K Hold
1,263
– – 0.01% 303
2023
Q3 		$53.9K Hold
1,263
– – 0.01% 323
2023
Q2 		$64K Hold
1,263
– – 0.01% 312
2023
Q1 		$72K Hold
1,263
– – 0.01% 274
2022
Q4 		$64.9K Buy
+1,263
New +$64.3K 0.01% 280

Other funds holding UTL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Armstrong Advisory Group's UTL Position: Q2 2025 in Review

Armstrong Advisory Group sold out of Unitil (UTL) in Q2 2025, closing a stake of 1,263 shares — an estimated $68.4K sold.

Armstrong Advisory Group first reported a position in UTL in Q4 2022 and held it in 10 quarters. The position peaked at $76.5K in Q3 2024. 220 funds tracked by Wall St. Rank hold UTL as of Q2 2025.

  • Armstrong Advisory Group reported no remaining Unitil position as of Q2 2025 after selling out during the quarter.
  • Armstrong Advisory Group sold 1,263 Unitil shares in Q2 2025, an estimated $68.4K.
  • Armstrong Advisory Group first reported a position in Unitil in Q4 2022 and held it in 10 quarters.
  • Armstrong Advisory Group's Unitil position peaked at $76.5K in Q3 2024.
  • 220 funds tracked by Wall St. Rank held Unitil as of Q2 2025.

Based on Armstrong Advisory Group's 13F filing for Q2 2025, filed 14 Jul 2025.