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Cornerstone Financial Management’s Unitil UTL Stock Holding History

Cornerstone Financial Management’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 		$1.9K Hold
36
– – ﹤0.01% 864
2026
Q1 		$1.88K Hold
36
– – ﹤0.01% 759
2025
Q4 		$1.74K Buy
+36
New +$1.75K ﹤0.01% 733

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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

Cornerstone Financial Management's UTL Position: Q2 2026 in Review

Cornerstone Financial Management held its Unitil (UTL) position steady in Q2 2026 at 36 shares worth $1.9K. The position accounts for ﹤0.01% of the portfolio, ranked #864.

Cornerstone Financial Management first reported a position in UTL in Q4 2025 and has held it in 3 quarters since. 243 funds tracked by Wall St. Rank hold UTL as of Q2 2026.

  • Cornerstone Financial Management held 36 shares of Unitil worth $1.9K as of Q2 2026.
  • Cornerstone Financial Management left its Unitil share count unchanged in Q2 2026.
  • Unitil made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #864 holding.
  • Cornerstone Financial Management first reported a position in Unitil in Q4 2025 and has held it in 3 quarters since.
  • 243 funds tracked by Wall St. Rank held Unitil as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.