Clearstead Advisors
UTL icon

Clearstead Advisors’s Unitil UTL Stock Holding History

Clearstead 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 		$1.22K Buy
24
+6
+33% +$320 ﹤0.01% 2616
2026
Q2 		$949 Buy
+18
New +$934 ﹤0.01% 2714
2025
Q4 		– Sell
-24
Closed -$1.15K – 3260
2025
Q3 		$1.15K Buy
+24
New +$1.17K ﹤0.01% 2593

Other funds holding UTL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Clearstead Advisors's UTL Position: Q3 2026 in Review

Clearstead Advisors increased its Unitil (UTL) stake by 33% in Q3 2026, buying an estimated $320 and bringing the position to 24 shares worth $1.22K. The position accounts for ﹤0.01% of the portfolio, ranked #2616.

Clearstead Advisors first reported a position in UTL in Q3 2025 and has held it in 3 quarters since. 120 funds tracked by Wall St. Rank hold UTL as of Q3 2026.

  • Clearstead Advisors held 24 shares of Unitil worth $1.22K as of Q3 2026.
  • Clearstead Advisors bought 6 Unitil shares in Q3 2026, an estimated $320.
  • Unitil made up ﹤0.01% of Clearstead Advisors's portfolio in Q3 2026, its #2616 holding.
  • Clearstead Advisors first reported a position in Unitil in Q3 2025 and has held it in 3 quarters since.
  • 120 funds tracked by Wall St. Rank held Unitil as of Q3 2026.

Based on Clearstead Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.