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CSM Advisors’s Unitil UTL Stock Holding History

CSM Advisors’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 		$8.25M Buy
156,545
+22,000
+16% +$1.14M 0.18% 144
2026
Q1 		$7.03M Buy
134,545
+300
+0.2% +$15.4K 0.17% 138
2025
Q4 		$6.5M Sell
134,245
-7,080
-5% -$345K 0.18% 127
2025
Q3 		$6.76M Buy
141,325
+13,895
+11% +$678K 0.19% 121
2025
Q2 		$6.64M Buy
+127,430
New +$7.06M 0.19% 127

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

CSM Advisors's UTL Position: Q2 2026 in Review

CSM Advisors increased its Unitil (UTL) stake by 16% in Q2 2026, buying an estimated $1.14M and bringing the position to 156,545 shares worth $8.25M. The position accounts for 0.18% of the portfolio, ranked #144.

CSM Advisors first reported a position in UTL in Q2 2025 and has held it in 5 quarters since. 243 funds tracked by Wall St. Rank hold UTL as of Q2 2026.

  • CSM Advisors held 156,545 shares of Unitil worth $8.25M as of Q2 2026.
  • CSM Advisors bought 22,000 Unitil shares in Q2 2026, an estimated $1.14M.
  • Unitil made up 0.18% of CSM Advisors's portfolio in Q2 2026, its #144 holding.
  • CSM Advisors first reported a position in Unitil in Q2 2025 and has held it in 5 quarters since.
  • 243 funds tracked by Wall St. Rank held Unitil as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.