Bank of Montreal’s Unitil UTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $385K | Buy |
7,372
+222
| +3% | +$11.4K | ﹤0.01% | 2520 |
|
|
2025
Q4 | $346K | Sell |
7,150
-405
| -5% | -$19.7K | ﹤0.01% | 2502 |
|
|
2025
Q3 | $362K | Sell |
7,555
-1,896
| -20% | -$92.6K | ﹤0.01% | 2432 |
|
|
2025
Q2 | $493K | Sell |
9,451
-140
| -1% | -$7.76K | ﹤0.01% | 2289 |
|
|
2025
Q1 | $553K | Buy |
9,591
+367
| +4% | +$20.2K | ﹤0.01% | 2133 |
|
|
2024
Q4 | $500K | Sell |
9,224
-503
| -5% | -$29.2K | ﹤0.01% | 2234 |
|
|
2024
Q3 | $581K | Sell |
9,727
-766
| -7% | -$44.7K | ﹤0.01% | 2313 |
|
|
2024
Q2 | $545K | Sell |
10,493
-619
| -6% | -$31.8K | ﹤0.01% | 2345 |
|
|
2024
Q1 | $583K | Buy |
11,112
+221
| +2% | +$11.1K | ﹤0.01% | 2346 |
|
|
2023
Q4 | $580K | Buy |
10,891
+460
| +4% | +$22.3K | ﹤0.01% | 2396 |
|
|
2023
Q3 | $493K | Sell |
10,431
-334
| -3% | -$16.4K | ﹤0.01% | 2465 |
|
|
2023
Q2 | $579K | Sell |
10,765
-479
| -4% | -$26.6K | ﹤0.01% | 2486 |
|
|
2023
Q1 | $643K | Buy |
11,244
+921
| +9% | +$49.2K | ﹤0.01% | 2322 |
|
|
2022
Q4 | $535K | Sell |
10,323
-489
| -5% | -$24.9K | ﹤0.01% | 2570 |
|
|
2022
Q3 | $573 | Buy |
10,812
+844
| +8% | +$45.7K | ﹤0.01% | 2505 |
|
|
2022
Q2 | $580 | Sell |
9,968
-1,379
| -12% | -$74.4K | ﹤0.01% | 2606 |
|
|
2022
Q1 | $579K | Buy |
11,347
+292
| +3% | +$14.3K | ﹤0.01% | 2723 |
|
|
2021
Q4 | $515K | Sell |
11,055
-117,636
| -91% | -$5.1M | ﹤0.01% | 2364 |
|
|
2021
Q3 | $6.03M | Sell |
128,691
-4,696
| -4% | -$235K | ﹤0.01% | 1541 |
|
|
2021
Q2 | $7.62M | Buy |
133,387
+30,751
| +30% | +$1.65M | ﹤0.01% | 1400 |
|
|
2021
Q1 | $5M | Sell |
102,636
-5,878
| -5% | -$257K | ﹤0.01% | 1351 |
|
|
2020
Q4 | $4.61M | Sell |
108,514
-2,939
| -3% | -$117K | ﹤0.01% | 1436 |
|
|
2020
Q3 | $4.43M | Buy |
111,453
+509
| +0.5% | +$21.4K | ﹤0.01% | 1269 |
|
|
2020
Q2 | $4.85M | Sell |
110,944
-18,819
| -15% | -$920K | ﹤0.01% | 1179 |
|
|
2020
Q1 | $6.6M | Buy |
129,763
+107,277
| +477% | +$6.36M | 0.01% | 865 |
|
|
2019
Q4 | $1.39M | Buy |
22,486
+17,168
| +323% | +$1.06M | ﹤0.01% | 2071 |
|
|
2019
Q3 | $337K | Sell |
5,318
-16
| -0.3% | -$959 | ﹤0.01% | 2641 |
|
|
2019
Q2 | $320K | Sell |
5,334
-1,825
| -25% | -$104K | ﹤0.01% | 2679 |
|
|
2019
Q1 | $387K | Sell |
7,159
-266
| -4% | -$13.9K | ﹤0.01% | 2411 |
|
|
2018
Q4 | $375K | Buy |
7,425
+2,976
| +67% | +$148K | ﹤0.01% | 2295 |
|
|
2018
Q3 | $227K | Sell |
4,449
-140
| -3% | -$7.14K | ﹤0.01% | 2676 |
|
|
2018
Q2 | $234K | Sell |
4,589
-1,317
| -22% | -$63.4K | ﹤0.01% | 2684 |
|
|
2018
Q1 | $274K | Sell |
5,906
-597
| -9% | -$26.2K | ﹤0.01% | 2484 |
|
|
2017
Q4 | $297K | Sell |
6,503
-160
| -2% | -$8.03K | ﹤0.01% | 2515 |
|
|
2017
Q3 | $329K | Sell |
6,663
-122
| -2% | -$6.07K | ﹤0.01% | 2458 |
|
|
2017
Q2 | $328K | Buy |
6,785
+15
| +0.2% | +$713 | ﹤0.01% | 2439 |
|
|
2017
Q1 | $305K | Buy |
6,770
+124
| +2% | +$5.57K | ﹤0.01% | 2284 |
|
|
2016
Q4 | $282K | Buy |
6,646
+5,153
| +345% | +$215K | ﹤0.01% | 2353 |
|
|
2016
Q3 | $58K | Hold |
1,493
| – | – | ﹤0.01% | 3004 |
|
|
2016
Q2 | $64K | Hold |
1,493
| – | – | ﹤0.01% | 2980 |
|
|
2016
Q1 | $63K | Hold |
1,493
| – | – | ﹤0.01% | 2965 |
|
|
2015
Q4 | $54K | Buy |
1,493
+493
| +49% | +$17.7K | ﹤0.01% | 3015 |
|
|
2015
Q3 | $37K | Hold |
1,000
| – | – | ﹤0.01% | 3037 |
|
|
2015
Q2 | $33K | Hold |
1,000
| – | – | ﹤0.01% | 3147 |
|
|
2015
Q1 | $35K | Sell |
1,000
-800
| -44% | -$28.2K | ﹤0.01% | 3061 |
|
|
2014
Q4 | $66K | Hold |
1,800
| – | – | ﹤0.01% | 2957 |
|
|
2014
Q3 | $56K | Sell |
1,800
-350
| -16% | -$11.3K | ﹤0.01% | 3091 |
|
|
2014
Q2 | $73K | Buy |
2,150
+350
| +19% | +$11.6K | ﹤0.01% | 3022 |
|
|
2014
Q1 | $59K | Buy |
1,800
+200
| +13% | +$6.2K | ﹤0.01% | 3059 |
|
|
2013
Q4 | $49K | Buy |
1,600
+100
| +7% | +$3.01K | ﹤0.01% | 2875 |
|
|
2013
Q3 | $44K | Hold |
1,500
| – | – | ﹤0.01% | 2885 |
|
|
2013
Q2 | $43K | Buy |
+1,500
| New | +$43.7K | ﹤0.01% | 2779 |
|
Other funds holding UTL
VCM
FCM
VPM
Bank of Montreal's UTL Position: Q1 2026 in Review
Bank of Montreal increased its Unitil (UTL) stake by 3.1% in Q1 2026, buying an estimated $11.4K and bringing the position to 7,372 shares worth $385K. The position accounts for ﹤0.01% of the portfolio, ranked #2520.
Bank of Montreal first reported a position in UTL in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.62M in Q2 2021. 238 funds tracked by Wall St. Rank hold UTL as of Q1 2026.
- Bank of Montreal held 7,372 shares of Unitil worth $385K as of Q1 2026.
- Bank of Montreal bought 222 Unitil shares in Q1 2026, an estimated $11.4K.
- Unitil made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2520 holding.
- Bank of Montreal first reported a position in Unitil in Q2 2013 and has held it in 52 quarters since.
- Bank of Montreal's Unitil position peaked at $7.62M in Q2 2021.
- 238 funds tracked by Wall St. Rank held Unitil as of Q1 2026.
Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.