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Cornerstone Planning Group’s Unitil UTL Stock Holding History

Cornerstone Planning Group’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 		$3.6K Sell
65
-7
-10% -$363 ﹤0.01% 1177
2026
Q1 		$3.63K Buy
72
+14
+24% +$717 ﹤0.01% 1172
2025
Q4 		$2.86K Sell
58
-55
-49% -$2.68K ﹤0.01% 1117
2025
Q3 		$16.6K Buy
113
+102
+927% +$4.98K ﹤0.01% 640
2025
Q2 		$539 Hold
11
– – ﹤0.01% 1281
2025
Q1 		$646 Hold
11
– – ﹤0.01% 1227
2024
Q4 		$585 Hold
11
– – ﹤0.01% 1085
2024
Q3 		$637 Hold
11
– – ﹤0.01% 1037
2024
Q2 		$654 Hold
11
– – ﹤0.01% 1037
2024
Q1 		$579 Buy
+11
New +$554 ﹤0.01% 893

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

Cornerstone Planning Group's UTL Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Unitil (UTL) stake by 9.7% in Q2 2026, selling an estimated $363 and leaving 65 shares worth $3.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1177.

Cornerstone Planning Group first reported a position in UTL in Q1 2024 and has held it in 10 quarters since. The position peaked at $16.6K in Q3 2025. 243 funds tracked by Wall St. Rank hold UTL as of Q2 2026.

  • Cornerstone Planning Group held 65 shares of Unitil worth $3.6K as of Q2 2026.
  • Cornerstone Planning Group sold 7 Unitil shares in Q2 2026, an estimated $363.
  • Unitil made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1177 holding.
  • Cornerstone Planning Group first reported a position in Unitil in Q1 2024 and has held it in 10 quarters since.
  • Cornerstone Planning Group's Unitil position peaked at $16.6K in Q3 2025.
  • 243 funds tracked by Wall St. Rank held Unitil as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.