Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Unitil UTL Stock Holding History

Cambridge Investment Research 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
2026
Q2 		$891K Sell
16,919
-281
-2% -$14.6K ﹤0.01% 2419
2026
Q1 		$899K Buy
17,200
+6,514
+61% +$334K ﹤0.01% 2266
2025
Q4 		$518K Buy
10,686
+129
+1% +$6.28K ﹤0.01% 2686
2025
Q3 		$505K Sell
10,557
-458
-4% -$22.4K ﹤0.01% 2677
2025
Q2 		$574K Buy
11,015
+64
+0.6% +$3.55K ﹤0.01% 2415
2025
Q1 		$632K Sell
10,951
-5,750
-34% -$316K ﹤0.01% 2222
2024
Q4 		$905K Buy
16,701
+71
+0.4% +$4.12K ﹤0.01% 1957
2024
Q3 		$1.01M Sell
16,630
-514
-3% -$30K ﹤0.01% 1847
2024
Q2 		$888K Buy
17,144
+1,901
+12% +$97.7K ﹤0.01% 1856
2024
Q1 		$798K Buy
15,243
+6
+0% +$302 ﹤0.01% 1891
2023
Q4 		$801K Buy
15,237
+106
+0.7% +$5.13K ﹤0.01% 1806
2023
Q3 		$646K Sell
15,131
-1,009
-6% -$49.4K ﹤0.01% 1882
2023
Q2 		$818K Buy
16,140
+1,624
+11% +$90.1K ﹤0.01% 1750
2023
Q1 		$828K Sell
14,516
-550
-4% -$29.4K ﹤0.01% 1704
2022
Q4 		$774K Buy
15,066
+655
+5% +$33.3K ﹤0.01% 1689
2022
Q3 		$669K Buy
14,411
+3,694
+34% +$200K ﹤0.01% 1742
2022
Q2 		$629K Sell
10,717
-2,173
-17% -$117K ﹤0.01% 1789
2022
Q1 		$643K Buy
12,890
+491
+4% +$24K ﹤0.01% 1911
2021
Q4 		$570K Buy
12,399
+117
+1% +$5.07K ﹤0.01% 1997
2021
Q3 		$525K Buy
12,282
+91
+0.7% +$4.55K ﹤0.01% 2013
2021
Q2 		$646K Buy
12,191
+80
+0.7% +$4.3K ﹤0.01% 1859
2021
Q1 		$553K Sell
12,111
-396
-3% -$17.3K ﹤0.01% 1832
2020
Q4 		$554K Buy
12,507
+105
+0.8% +$4.19K ﹤0.01% 1703
2020
Q3 		$479K Sell
12,402
-140
-1% -$5.87K ﹤0.01% 1630
2020
Q2 		$562K Buy
12,542
+221
+2% +$10.8K ﹤0.01% 1490
2020
Q1 		$645K Buy
12,321
+323
+3% +$19.1K 0.01% 1222
2019
Q4 		$742K Buy
11,998
+68
+0.6% +$4.2K 0.01% 1324
2019
Q3 		$757K Buy
+11,930
New +$715K 0.01% 1242
2017
Q3 		– Sell
-11,344
Closed -$548K – 2057
2017
Q2 		$548K Buy
11,344
+3,626
+47% +$172K 0.01% 1147
2017
Q1 		$348K Buy
+7,718
New +$347K 0.01% 1278

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 $3.38T AUM 44.17% 1-Year Est. Return
Frontier Capital Management
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

Cambridge Investment Research Advisors's UTL Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Unitil (UTL) stake by 1.6% in Q2 2026, selling an estimated $14.6K and leaving 16,919 shares worth $891K. The position accounts for ﹤0.01% of the portfolio, ranked #2419.

Cambridge Investment Research Advisors first reported a position in UTL in Q1 2017 and has held it in 30 quarters since. The position peaked at $1.01M in Q3 2024. 245 funds tracked by Wall St. Rank hold UTL as of Q2 2026.

  • Cambridge Investment Research Advisors held 16,919 shares of Unitil worth $891K as of Q2 2026.
  • Cambridge Investment Research Advisors sold 281 Unitil shares in Q2 2026, an estimated $14.6K.
  • Unitil made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2419 holding.
  • Cambridge Investment Research Advisors first reported a position in Unitil in Q1 2017 and has held it in 30 quarters since.
  • Cambridge Investment Research Advisors's Unitil position peaked at $1.01M in Q3 2024.
  • 245 funds tracked by Wall St. Rank held Unitil as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.