Corient Private Wealth
UTL icon

Corient Private Wealth’s Unitil UTL Stock Holding History

Corient Private Wealth’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 		$817K Buy
15,508
+818
+6% +$42.4K ﹤0.01% 1923
2026
Q1 		$767K Buy
+14,690
New +$752K ﹤0.01% 1795

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

Corient Private Wealth's UTL Position: Q2 2026 in Review

Corient Private Wealth increased its Unitil (UTL) stake by 5.6% in Q2 2026, buying an estimated $42.4K and bringing the position to 15,508 shares worth $817K. The position accounts for ﹤0.01% of the portfolio, ranked #1923.

Corient Private Wealth first reported a position in UTL in Q1 2026 and has held it in 2 quarters since. 245 funds tracked by Wall St. Rank hold UTL as of Q2 2026.

  • Corient Private Wealth held 15,508 shares of Unitil worth $817K as of Q2 2026.
  • Corient Private Wealth bought 818 Unitil shares in Q2 2026, an estimated $42.4K.
  • Unitil made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1923 holding.
  • Corient Private Wealth first reported a position in Unitil in Q1 2026 and has held it in 2 quarters since.
  • 245 funds tracked by Wall St. Rank held Unitil as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.