Empirical Asset Management’s Unitil UTL Stock Holding History

Empirical Asset 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	–	Sell	-5,825	Closed	-$304K	–	497
2026 Q1	$304K	Buy	+5,825	New	+$298K	0.08%	292

Other funds holding UTL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Empirical Asset Management's UTL Position: Q2 2026 in Review

Empirical Asset Management sold out of Unitil (UTL) in Q2 2026, closing a stake of 5,825 shares — an estimated $304K sold.

Empirical Asset Management first reported a position in UTL in Q1 2026 and held it in 1 quarter. The position peaked at $304K in Q1 2026. 245 funds tracked by Wall St. Rank hold UTL as of Q2 2026.

Empirical Asset Management reported no remaining Unitil position as of Q2 2026 after selling out during the quarter.
Empirical Asset Management sold 5,825 Unitil shares in Q2 2026, an estimated $304K.
Empirical Asset Management first reported a position in Unitil in Q1 2026 and held it in 1 quarter.
Empirical Asset Management's Unitil position peaked at $304K in Q1 2026.
245 funds tracked by Wall St. Rank held Unitil as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.