Capital Advisors Ltd’s Unitil UTL Stock Holding History

Capital Advisors Ltd’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	$2K	Hold	40	–	–	﹤0.01%	1150
2026 Q1	$2K	Hold	40	–	–	﹤0.01%	1129
2025 Q4	$2K	Hold	40	–	–	﹤0.01%	1110
2025 Q3	$2K	Sell	40 -42	-51%	-$2.05K	﹤0.01%	1103
2025 Q2	$4K	Hold	82	–	–	﹤0.01%	981
2025 Q1	$5K	Sell	82 -1	-1%	-$55	﹤0.01%	931
2024 Q4	$4K	Hold	83	–	–	﹤0.01%	985
2024 Q3	$5K	Hold	83	–	–	﹤0.01%	935
2024 Q2	$4K	Buy	83 +43	+108%	+$2.21K	﹤0.01%	964
2024 Q1	$2K	Hold	40	–	–	﹤0.01%	1084
2023 Q4	$2K	Buy	+40	New	+$1.94K	﹤0.01%	1056

Other funds holding UTL

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Capital Advisors Ltd's UTL Position: Q2 2026 in Review

Capital Advisors Ltd held its Unitil (UTL) position steady in Q2 2026 at 40 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1150.

Capital Advisors Ltd first reported a position in UTL in Q4 2023 and has held it in 11 quarters since. The position peaked at $5K in Q1 2025. 31 funds tracked by Wall St. Rank hold UTL as of Q2 2026.

Capital Advisors Ltd held 40 shares of Unitil worth $2K as of Q2 2026.
Capital Advisors Ltd left its Unitil share count unchanged in Q2 2026.
Unitil made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1150 holding.
Capital Advisors Ltd first reported a position in Unitil in Q4 2023 and has held it in 11 quarters since.
Capital Advisors Ltd's Unitil position peaked at $5K in Q1 2025.
31 funds tracked by Wall St. Rank held Unitil as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.