Envestnet Portfolio Solutions
UTL icon

Envestnet Portfolio Solutions’s Unitil UTL Stock Holding History

Envestnet Portfolio Solutions’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 		$356K Sell
6,762
-324
-5% -$16.8K ﹤0.01% 1111
2026
Q1 		$370K Sell
7,086
-395
-5% -$20.2K ﹤0.01% 1025
2025
Q4 		$362K Buy
7,481
+2,435
+48% +$118K ﹤0.01% 1192
2025
Q3 		$242K Sell
5,046
-336
-6% -$16.4K ﹤0.01% 1341
2025
Q2 		$281K Buy
+5,382
New +$298K ﹤0.01% 1369

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

Envestnet Portfolio Solutions's UTL Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Unitil (UTL) stake by 4.6% in Q2 2026, selling an estimated $16.8K and leaving 6,762 shares worth $356K. The position accounts for ﹤0.01% of the portfolio, ranked #1111.

Envestnet Portfolio Solutions first reported a position in UTL in Q2 2025 and has held it in 5 quarters since. The position peaked at $370K in Q1 2026. 243 funds tracked by Wall St. Rank hold UTL as of Q2 2026.

  • Envestnet Portfolio Solutions held 6,762 shares of Unitil worth $356K as of Q2 2026.
  • Envestnet Portfolio Solutions sold 324 Unitil shares in Q2 2026, an estimated $16.8K.
  • Unitil made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1111 holding.
  • Envestnet Portfolio Solutions first reported a position in Unitil in Q2 2025 and has held it in 5 quarters since.
  • Envestnet Portfolio Solutions's Unitil position peaked at $370K in Q1 2026.
  • 243 funds tracked by Wall St. Rank held Unitil as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.