Cerity Partners
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Cerity Partners’s Unitil UTL Stock Holding History

Cerity Partners’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 		$783K Buy
14,860
+6,684
+82% +$347K ﹤0.01% 2146
2026
Q1 		$427K Sell
8,176
-114
-1% -$5.84K ﹤0.01% 2379
2025
Q4 		$402K Buy
8,290
+848
+11% +$41.3K ﹤0.01% 2238
2025
Q3 		$356K Sell
7,442
-181
-2% -$8.84K ﹤0.01% 2171
2025
Q2 		$398K Sell
7,623
-20
-0.3% -$1.11K ﹤0.01% 1999
2025
Q1 		$441K Sell
7,643
-117
-2% -$6.44K ﹤0.01% 1842
2024
Q4 		$427K Sell
7,760
-1,394
-15% -$80.9K ﹤0.01% 1854
2024
Q3 		$555K Buy
9,154
+920
+11% +$53.7K ﹤0.01% 1723
2024
Q2 		$426K Sell
8,234
-370
-4% -$19K ﹤0.01% 1618
2024
Q1 		$450K Buy
8,604
+1,011
+13% +$50.9K ﹤0.01% 1649
2023
Q4 		$399K Buy
7,593
+465
+7% +$22.5K ﹤0.01% 1366
2023
Q3 		$304K Sell
7,128
-350
-5% -$17.1K ﹤0.01% 1146
2023
Q2 		$379K Buy
7,478
+563
+8% +$31.2K ﹤0.01% 1298
2023
Q1 		$404K Buy
6,915
+84
+1% +$4.49K ﹤0.01% 1402
2022
Q4 		$351K Buy
6,831
+45
+0.7% +$2.29K ﹤0.01% 1091
2022
Q3 		$315K Buy
6,786
+8
+0.1% +$433 ﹤0.01% 867
2022
Q2 		$398K Buy
+6,778
New +$366K ﹤0.01% 817
2019
Q1 		– Sell
-9,752
Closed -$494K – 578
2018
Q4 		$494K Sell
9,752
-125
-1% -$6.23K 0.03% 319
2018
Q3 		$503K Buy
9,877
+1,278
+15% +$65.2K 0.03% 329
2018
Q2 		$439K Sell
8,599
-858
-9% -$41.3K 0.03% 354
2018
Q1 		$439K Buy
+9,457
New +$415K 0.03% 359

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

Cerity Partners's UTL Position: Q2 2026 in Review

Cerity Partners increased its Unitil (UTL) stake by 82% in Q2 2026, buying an estimated $347K and bringing the position to 14,860 shares worth $783K. The position accounts for ﹤0.01% of the portfolio, ranked #2146.

Cerity Partners first reported a position in UTL in Q1 2018 and has held it in 21 quarters since. 245 funds tracked by Wall St. Rank hold UTL as of Q2 2026.

  • Cerity Partners held 14,860 shares of Unitil worth $783K as of Q2 2026.
  • Cerity Partners bought 6,684 Unitil shares in Q2 2026, an estimated $347K.
  • Unitil made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2146 holding.
  • Cerity Partners first reported a position in Unitil in Q1 2018 and has held it in 21 quarters since.
  • 245 funds tracked by Wall St. Rank held Unitil as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.