CMA
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Cedar Mountain Advisors’s Unitil UTL Stock Holding History

Cedar Mountain 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 		$142K Hold
2,688
– – 0.02% 90
2026
Q1 		$140K Buy
+2,688
New +$138K 0.03% 74

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
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
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
BP
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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Cedar Mountain Advisors's UTL Position: Q2 2026 in Review

Cedar Mountain Advisors held its Unitil (UTL) position steady in Q2 2026 at 2,688 shares worth $142K. The position accounts for 0.02% of the portfolio, ranked #90.

Cedar Mountain Advisors first reported a position in UTL in Q1 2026 and has held it in 2 quarters since. 22 funds tracked by Wall St. Rank hold UTL as of Q2 2026.

  • Cedar Mountain Advisors held 2,688 shares of Unitil worth $142K as of Q2 2026.
  • Cedar Mountain Advisors left its Unitil share count unchanged in Q2 2026.
  • Unitil made up 0.02% of Cedar Mountain Advisors's portfolio in Q2 2026, its #90 holding.
  • Cedar Mountain Advisors first reported a position in Unitil in Q1 2026 and has held it in 2 quarters since.
  • 22 funds tracked by Wall St. Rank held Unitil as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.