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UTL icon

Covestor’s Unitil UTL Stock Holding History

Covestor’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 		$9K Buy
186
+20
+12% +$1.04K 0.01% 1693
2026
Q1 		$9K Buy
166
+164
+8,200% +$8.4K 0.01% 1522
2025
Q4 		$0 Hold
2
– – ﹤0.01% 2765
2025
Q3 		$0 Sell
2
-1
-33% -$49 ﹤0.01% 2804
2025
Q2 		$0 Sell
3
-14
-82% -$776 ﹤0.01% 2785
2025
Q1 		$1K Buy
17
+15
+750% +$825 ﹤0.01% 2119
2024
Q4 		$0 Hold
2
– – ﹤0.01% 2767
2024
Q3 		$0 Buy
2
+1
+100% +$58 ﹤0.01% 2805
2024
Q2 		$0 Hold
1
– – ﹤0.01% 2790
2024
Q1 		$0 Hold
1
– – ﹤0.01% 2776
2023
Q4 		$0 Sell
1
-1
-50% -$48 ﹤0.01% 2752
2023
Q3 		$0 Hold
2
– – ﹤0.01% 2747
2023
Q2 		$0 Buy
+2
New +$111 ﹤0.01% 2684
2023
Q1 		– Sell
-1
Closed – – 2616
2022
Q4 		$0 Buy
+1
New +$51 ﹤0.01% 2636
2022
Q3 		– Sell
-74
Closed -$4K – 2644
2022
Q2 		$4K Buy
74
+63
+573% +$3.4K ﹤0.01% 1498
2022
Q1 		$1K Sell
11
-2
-15% -$98 ﹤0.01% 1976
2021
Q4 		$1K Buy
+13
New +$563 ﹤0.01% 1971

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

Covestor's UTL Position: Q2 2026 in Review

Covestor increased its Unitil (UTL) stake by 12% in Q2 2026, buying an estimated $1.04K and bringing the position to 186 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #1693.

Covestor first reported a position in UTL in Q4 2021 and has held it in 17 quarters since. 243 funds tracked by Wall St. Rank hold UTL as of Q2 2026.

  • Covestor held 186 shares of Unitil worth $9K as of Q2 2026.
  • Covestor bought 20 Unitil shares in Q2 2026, an estimated $1.04K.
  • Unitil made up 0.01% of Covestor's portfolio in Q2 2026, its #1693 holding.
  • Covestor first reported a position in Unitil in Q4 2021 and has held it in 17 quarters since.
  • 243 funds tracked by Wall St. Rank held Unitil as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.