Blue Trust Inc’s Unitil UTL Stock Holding History

Blue Trust Inc’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 Q3	$8.53K	Hold	168	–	–	﹤0.01%	1747
2026 Q2	$8.85K	Hold	168	–	–	﹤0.01%	1892
2026 Q1	$8.78K	Hold	168	–	–	﹤0.01%	1870
2025 Q4	$8.14K	Hold	168	–	–	﹤0.01%	1909
2025 Q3	$8.04K	Hold	168	–	–	﹤0.01%	1905
2025 Q2	$8.76K	Hold	168	–	–	﹤0.01%	1904
2025 Q1	$9.69K	Hold	168	–	–	﹤0.01%	1905
2024 Q4	$9.1K	Sell	168 -128	-43%	-$7.42K	﹤0.01%	1965
2024 Q3	$15.3K	Buy	296 +128	+76%	+$7.47K	﹤0.01%	2048
2024 Q2	$8.79K	Hold	168	–	–	﹤0.01%	1972
2024 Q1	$8.79K	Hold	168	–	–	﹤0.01%	1477
2023 Q4	$7K	Sell	168 -2	-1%	-$97	﹤0.01%	1734
2023 Q3	$9K	Hold	170	–	–	﹤0.01%	1451
2023 Q2	$10K	Hold	170	–	–	﹤0.01%	1318
2023 Q1	$9K	Hold	170	–	–	﹤0.01%	1639
2022 Q4	$8K	Buy	170 +85	+100%	+$4.33K	﹤0.01%	1608
2022 Q3	$5K	Hold	85	–	–	﹤0.01%	1588
2022 Q2	$4K	Buy	+85	New	+$4.59K	﹤0.01%	1531

Other funds holding UTL

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Blue Trust Inc's UTL Position: Q3 2026 in Review

Blue Trust Inc held its Unitil (UTL) position steady in Q3 2026 at 168 shares worth $8.53K. The position accounts for ﹤0.01% of the portfolio, ranked #1747.

Blue Trust Inc first reported a position in UTL in Q2 2022 and has held it in 18 quarters since. The position peaked at $15.3K in Q3 2024. 17 funds tracked by Wall St. Rank hold UTL as of Q3 2026.

Blue Trust Inc held 168 shares of Unitil worth $8.53K as of Q3 2026.
Blue Trust Inc left its Unitil share count unchanged in Q3 2026.
Unitil made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #1747 holding.
Blue Trust Inc first reported a position in Unitil in Q2 2022 and has held it in 18 quarters since.
Blue Trust Inc's Unitil position peaked at $15.3K in Q3 2024.
17 funds tracked by Wall St. Rank held Unitil as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.