Creative Planning
UTL icon

Creative Planning’s Unitil UTL Stock Holding History

Creative Planning’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
Q1 		$692K Buy
13,245
+996
+8% +$51K ﹤0.01% 2767
2025
Q4 		$593K Buy
12,249
+2,785
+29% +$136K ﹤0.01% 2688
2025
Q3 		$453K Buy
9,464
+415
+5% +$20.3K ﹤0.01% 2810
2025
Q2 		$472K Buy
9,049
+2,415
+36% +$134K ﹤0.01% 2513
2025
Q1 		$383K Sell
6,634
-39
-0.6% -$2.15K ﹤0.01% 2544
2024
Q4 		$362K Sell
6,673
-482
-7% -$28K ﹤0.01% 2516
2024
Q3 		$433K Buy
7,155
+397
+6% +$23.2K ﹤0.01% 2230
2024
Q2 		$350K Buy
6,758
+218
+3% +$11.2K ﹤0.01% 2230
2024
Q1 		$342K Sell
6,540
-102
-2% -$5.14K ﹤0.01% 2141
2023
Q4 		$349K Buy
6,642
+533
+9% +$25.8K ﹤0.01% 1985
2023
Q3 		$261K Sell
6,109
-208
-3% -$10.2K ﹤0.01% 2046
2023
Q2 		$320K Buy
6,317
+168
+3% +$9.32K ﹤0.01% 1863
2023
Q1 		$351K Buy
6,149
+98
+2% +$5.23K ﹤0.01% 1697
2022
Q4 		$311K Buy
+6,051
New +$308K ﹤0.01% 1703
2017
Q3 		– Sell
-454
Closed -$22K – 3631
2017
Q2 		$22K Buy
454
+450
+11,250% +$21.4K ﹤0.01% 3130
2017
Q1 		$0 Sell
4
-184
-98% -$8.27K ﹤0.01% 4916
2016
Q4 		$9K Buy
+188
New +$7.85K ﹤0.01% 3632
2016
Q1 		– Sell
-360
Closed -$13K – 4543
2015
Q4 		$13K Hold
360
– – ﹤0.01% 3140
2015
Q3 		$13K Buy
+360
New +$12.7K ﹤0.01% 3045
2015
Q2 		– Sell
-360
Closed -$13K – 2939
2015
Q1 		$13K Buy
+360
New +$12.7K ﹤0.01% 3038
2013
Q3 		– Sell
-2,000
Closed -$58K – 3362
2013
Q2 		$58K Buy
+2,000
New +$58.3K ﹤0.01% 1308

Other funds holding UTL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Planning's UTL Position: Q1 2026 in Review

Creative Planning increased its Unitil (UTL) stake by 8.1% in Q1 2026, buying an estimated $51K and bringing the position to 13,245 shares worth $692K. The position accounts for ﹤0.01% of the portfolio, ranked #2767.

Creative Planning first reported a position in UTL in Q2 2013 and has held it in 21 quarters since. 238 funds tracked by Wall St. Rank hold UTL as of Q1 2026.

  • Creative Planning held 13,245 shares of Unitil worth $692K as of Q1 2026.
  • Creative Planning bought 996 Unitil shares in Q1 2026, an estimated $51K.
  • Unitil made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2767 holding.
  • Creative Planning first reported a position in Unitil in Q2 2013 and has held it in 21 quarters since.
  • 238 funds tracked by Wall St. Rank held Unitil as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.