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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
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

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 $3.37T AUM 44.26% 1-Year Est. Return
FCM
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

Clearstead Advisors's UTL Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Unitil (UTL) in Q2 2026: 18 shares worth $949. The stake represents ﹤0.01% of the portfolio and ranks #2714 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in UTL as recently as Q3 2025.

Clearstead Advisors first reported a position in UTL in Q3 2025 and has held it in 2 quarters since. The position peaked at $1.15K in Q3 2025. 245 funds tracked by Wall St. Rank hold UTL as of Q2 2026.

  • Clearstead Advisors held 18 shares of Unitil worth $949 as of Q2 2026.
  • Unitil was a new Clearstead Advisors position in Q2 2026.
  • Unitil made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2714 holding.
  • Clearstead Advisors first reported a position in Unitil in Q3 2025 and has held it in 2 quarters since.
  • Clearstead Advisors's Unitil position peaked at $1.15K in Q3 2025.
  • 245 funds tracked by Wall St. Rank held Unitil as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.