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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
Q3 		$136K Hold
2,688
– – 0.02% 88
2026
Q2 		$142K Hold
2,688
– – 0.02% 90
2026
Q1 		$140K Buy
+2,688
New +$138K 0.03% 74

Other funds holding UTL

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
WAM
Wernau Asset Management Gloucester, Massachusetts $217M AUM 20.13% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Ellsworth Advisors
Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Cedar Mountain Advisors's UTL Position: Q3 2026 in Review

Cedar Mountain Advisors held its Unitil (UTL) position steady in Q3 2026 at 2,688 shares worth $136K. The position accounts for 0.02% of the portfolio, ranked #88.

Cedar Mountain Advisors first reported a position in UTL in Q1 2026 and has held it in 3 quarters since. The position peaked at $142K in Q2 2026. 21 funds tracked by Wall St. Rank hold UTL as of Q3 2026.

  • Cedar Mountain Advisors held 2,688 shares of Unitil worth $136K as of Q3 2026.
  • Cedar Mountain Advisors left its Unitil share count unchanged in Q3 2026.
  • Unitil made up 0.02% of Cedar Mountain Advisors's portfolio in Q3 2026, its #88 holding.
  • Cedar Mountain Advisors first reported a position in Unitil in Q1 2026 and has held it in 3 quarters since.
  • Cedar Mountain Advisors's Unitil position peaked at $142K in Q2 2026.
  • 21 funds tracked by Wall St. Rank held Unitil as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.