Carson Wealth (CWM LLC)
UTL icon

Carson Wealth (CWM LLC)’s Unitil UTL Stock Holding History

Carson Wealth (CWM LLC)’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 		$90.5K Buy
1,732
+147
+9% +$7.53K ﹤0.01% 3356
2025
Q4 		$77K Buy
1,585
+799
+102% +$38.9K ﹤0.01% 3279
2025
Q3 		$38K Sell
786
-96
-11% -$4.69K ﹤0.01% 3742
2025
Q2 		$46K Buy
882
+277
+46% +$15.4K ﹤0.01% 3359
2025
Q1 		$35K Sell
605
-132
-18% -$7.26K ﹤0.01% 3269
2024
Q4 		$40K Buy
737
+186
+34% +$10.8K ﹤0.01% 2965
2024
Q3 		$33K Buy
551
+148
+37% +$8.64K ﹤0.01% 3037
2024
Q2 		$21K Buy
403
+386
+2,271% +$19.8K ﹤0.01% 3096
2024
Q1 		$1K Sell
17
-79
-82% -$3.98K ﹤0.01% 4231
2023
Q4 		$5K Sell
96
-423
-82% -$20.5K ﹤0.01% 3553
2023
Q3 		$22K Sell
519
-5
-1% -$245 ﹤0.01% 2637
2023
Q2 		$27K Buy
524
+504
+2,520% +$28K ﹤0.01% 2442
2023
Q1 		$1K Hold
20
– – ﹤0.01% 3951
2022
Q4 		$1K Sell
20
-16
-44% -$814 ﹤0.01% 3868
2022
Q3 		$2K Buy
+36
New +$1.95K ﹤0.01% 3551
2022
Q2 		– Sell
-41
Closed -$2K – 4110
2022
Q1 		$2K Sell
41
-6
-13% -$293 ﹤0.01% 3244
2021
Q4 		$2K Buy
+47
New +$2.04K ﹤0.01% 3195
2021
Q2 		$2.1M Hold
39,702
– – 0.02% 413
2021
Q1 		$2.1M Hold
39,702
– – 0.02% 413
2020
Q4 		$2.1M Hold
39,702
– – 0.02% 413
2020
Q3 		$2.1M Hold
39,702
– – 0.02% 413
2020
Q2 		$2.1M Hold
39,702
– – 0.02% 413
2020
Q1 		$2.1M Hold
39,702
– – 0.02% 413
2019
Q4 		$2.1M Hold
39,702
– – 0.02% 413
2019
Q3 		$2.1M Hold
39,702
– – 0.02% 413
2019
Q2 		$2.1M Hold
39,702
– – 0.02% 413
2019
Q1 		$2.1M Buy
+39,702
New +$2.07M 0.02% 413

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Carson Wealth (CWM LLC)'s UTL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Unitil (UTL) stake by 9.3% in Q1 2026, buying an estimated $7.53K and bringing the position to 1,732 shares worth $90.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3356.

Carson Wealth (CWM LLC) first reported a position in UTL in Q1 2019 and has held it in 27 quarters since. The position peaked at $2.1M in Q2 2021. 238 funds tracked by Wall St. Rank hold UTL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,732 shares of Unitil worth $90.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 147 Unitil shares in Q1 2026, an estimated $7.53K.
  • Unitil made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3356 holding.
  • Carson Wealth (CWM LLC) first reported a position in Unitil in Q1 2019 and has held it in 27 quarters since.
  • Carson Wealth (CWM LLC)'s Unitil position peaked at $2.1M in Q2 2021.
  • 238 funds tracked by Wall St. Rank held Unitil as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.