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Bell Investment Advisors’s Unitil UTL Stock Holding History

Bell Investment Advisors’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
Q4 		– Sell
-12
Closed -$575 – 1950
2025
Q3 		$575 Hold
12
– – ﹤0.01% 1723
2025
Q2 		$626 Hold
12
– – ﹤0.01% 1717
2025
Q1 		$693 Hold
12
– – ﹤0.01% 1662
2024
Q4 		$651 Hold
12
– – ﹤0.01% 1700
2024
Q3 		$727 Hold
12
– – ﹤0.01% 1687
2024
Q2 		$622 Hold
12
– – ﹤0.01% 1740
2024
Q1 		$629 Hold
12
– – ﹤0.01% 1740
2023
Q4 		$631 Buy
+12
New +$581 ﹤0.01% 1737
2023
Q3 		– Sell
-10
Closed -$508 – 1997
2023
Q2 		$508 Hold
10
– – ﹤0.01% 1843
2023
Q1 		$571 Hold
10
– – ﹤0.01% 1764
2022
Q4 		$514 Hold
10
– – ﹤0.01% 1819
2022
Q3 		$0 Buy
+10
New +$541 ﹤0.01% 1961

Other funds holding UTL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Frontier Capital Management
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Bell Investment Advisors's UTL Position: Q4 2025 in Review

Bell Investment Advisors sold out of Unitil (UTL) in Q4 2025, closing a stake of 12 shares — an estimated $575 sold.

Bell Investment Advisors first reported a position in UTL in Q3 2022 and held it in 12 quarters. The position peaked at $727 in Q3 2024. 217 funds tracked by Wall St. Rank hold UTL as of Q4 2025.

  • Bell Investment Advisors reported no remaining Unitil position as of Q4 2025 after selling out during the quarter.
  • Bell Investment Advisors sold 12 Unitil shares in Q4 2025, an estimated $575.
  • Bell Investment Advisors first reported a position in Unitil in Q3 2022 and held it in 12 quarters.
  • Bell Investment Advisors's Unitil position peaked at $727 in Q3 2024.
  • 217 funds tracked by Wall St. Rank held Unitil as of Q4 2025.

Based on Bell Investment Advisors's 13F filing for Q4 2025, filed 24 Feb 2026.