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Bradley & Co Private Wealth Management’s Unitil UTL Stock Holding History

Bradley & Co Private Wealth Management’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
Q2 		$5.58K Hold
106
– – ﹤0.01% 160
2026
Q1 		$5.54K Hold
106
– – ﹤0.01% 155
2025
Q4 		$5.13K Hold
106
– – ﹤0.01% 154
2025
Q3 		$5.07K Buy
+106
New +$5.17K ﹤0.01% 148

Other funds holding UTL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bradley & Co Private Wealth Management's UTL Position: Q2 2026 in Review

Bradley & Co Private Wealth Management held its Unitil (UTL) position steady in Q2 2026 at 106 shares worth $5.58K. The position accounts for ﹤0.01% of the portfolio, ranked #160.

Bradley & Co Private Wealth Management first reported a position in UTL in Q3 2025 and has held it in 4 quarters since. 243 funds tracked by Wall St. Rank hold UTL as of Q2 2026.

  • Bradley & Co Private Wealth Management held 106 shares of Unitil worth $5.58K as of Q2 2026.
  • Bradley & Co Private Wealth Management left its Unitil share count unchanged in Q2 2026.
  • Unitil made up ﹤0.01% of Bradley & Co Private Wealth Management's portfolio in Q2 2026, its #160 holding.
  • Bradley & Co Private Wealth Management first reported a position in Unitil in Q3 2025 and has held it in 4 quarters since.
  • 243 funds tracked by Wall St. Rank held Unitil as of Q2 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.