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Boston Trust Walden’s Unitil UTL Stock Holding History

Boston Trust Walden’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 		$17.8M Sell
340,191
-45,041
-12% -$2.31M 0.15% 187
2025
Q4 		$18.7M Sell
385,232
-28,409
-7% -$1.38M 0.14% 180
2025
Q3 		$19.8M Buy
413,641
+39,511
+11% +$1.93M 0.15% 177
2025
Q2 		$19.5M Sell
374,130
-9,155
-2% -$508K 0.14% 174
2025
Q1 		$22.1M Sell
383,285
-4,160
-1% -$229K 0.16% 170
2024
Q4 		$21M Sell
387,445
-6,159
-2% -$357K 0.15% 175
2024
Q3 		$23.8M Sell
393,604
-9,878
-2% -$577K 0.17% 168
2024
Q2 		$20.9M Buy
403,482
+4,224
+1% +$217K 0.16% 166
2024
Q1 		$20.9M Sell
399,258
-1,975
-0.5% -$99.4K 0.15% 169
2023
Q4 		$21.1M Buy
401,233
+19,855
+5% +$961K 0.16% 164
2023
Q3 		$16.3M Buy
381,378
+8,925
+2% +$437K 0.14% 176
2023
Q2 		$18.9M Buy
372,453
+11,144
+3% +$618K 0.15% 168
2023
Q1 		$20.6M Buy
361,309
+10,837
+3% +$579K 0.18% 165
2022
Q4 		$18M Sell
350,472
-1,760
-0.5% -$89.6K 0.16% 176
2022
Q3 		$16.4M Buy
352,232
+11,475
+3% +$621K 0.16% 176
2022
Q2 		$20M Buy
340,757
+3,324
+1% +$179K 0.19% 168
2022
Q1 		$16.8M Buy
337,433
+11,730
+4% +$573K 0.14% 183
2021
Q4 		$15M Sell
325,703
-4,536
-1% -$197K 0.12% 191
2021
Q3 		$14.1M Buy
330,239
+5,898
+2% +$295K 0.13% 192
2021
Q2 		$17.2M Sell
324,341
-15,177
-4% -$817K 0.15% 177
2021
Q1 		$15.5M Sell
339,518
-1,815
-0.5% -$79.3K 0.15% 186
2020
Q4 		$15.1M Buy
341,333
+845
+0.2% +$33.7K 0.16% 180
2020
Q3 		$13.2M Buy
340,488
+119,085
+54% +$5M 0.16% 173
2020
Q2 		$9.92M Buy
221,403
+50,614
+30% +$2.47M 0.13% 197
2020
Q1 		$8.94M Buy
+170,789
New +$10.1M 0.14% 191

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

Boston Trust Walden's UTL Position: Q1 2026 in Review

Boston Trust Walden reduced its Unitil (UTL) stake by 12% in Q1 2026, selling an estimated $2.31M and leaving 340,191 shares worth $17.8M. The position accounts for 0.15% of the portfolio, ranked #187.

Boston Trust Walden first reported a position in UTL in Q1 2020 and has held it in 25 quarters since. The position peaked at $23.8M in Q3 2024. 238 funds tracked by Wall St. Rank hold UTL as of Q1 2026.

  • Boston Trust Walden held 340,191 shares of Unitil worth $17.8M as of Q1 2026.
  • Boston Trust Walden sold 45,041 Unitil shares in Q1 2026, an estimated $2.31M.
  • Unitil made up 0.15% of Boston Trust Walden's portfolio in Q1 2026, its #187 holding.
  • Boston Trust Walden first reported a position in Unitil in Q1 2020 and has held it in 25 quarters since.
  • Boston Trust Walden's Unitil position peaked at $23.8M in Q3 2024.
  • 238 funds tracked by Wall St. Rank held Unitil as of Q1 2026.

Based on Boston Trust Walden's 13F filing for Q1 2026, filed 24 Apr 2026.