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Aventail Capital Group’s Unitil UTL Stock Holding History

Aventail Capital 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
2026
Q1 		– Sell
-64,361
Closed -$3.12M – 181
2025
Q4 		$3.12M Buy
64,361
+1,029
+2% +$50.1K 0.18% 100
2025
Q3 		$3.03M Buy
+63,332
New +$3.09M 0.14% 117

Other funds holding UTL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
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)
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
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

Aventail Capital Group's UTL Position: Q1 2026 in Review

Aventail Capital Group sold out of Unitil (UTL) in Q1 2026, closing a stake of 64,361 shares — an estimated $3.12M sold.

Aventail Capital Group first reported a position in UTL in Q3 2025 and held it in 2 quarters. The position peaked at $3.12M in Q4 2025. 238 funds tracked by Wall St. Rank hold UTL as of Q1 2026.

  • Aventail Capital Group reported no remaining Unitil position as of Q1 2026 after selling out during the quarter.
  • Aventail Capital Group sold 64,361 Unitil shares in Q1 2026, an estimated $3.12M.
  • Aventail Capital Group first reported a position in Unitil in Q3 2025 and held it in 2 quarters.
  • Aventail Capital Group's Unitil position peaked at $3.12M in Q4 2025.
  • 238 funds tracked by Wall St. Rank held Unitil as of Q1 2026.

Based on Aventail Capital Group's 13F filing for Q1 2026, filed 15 May 2026.