EP Wealth Advisors’s Unitil UTL Stock Holding History

EP Wealth 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	–	Sell	-4,606	Closed	-$241K	–	1890
2026 Q1	$241K	Sell	4,606 -255	-5%	-$13.1K	﹤0.01%	1297
2025 Q4	$235K	Buy	+4,861	New	+$237K	﹤0.01%	1284

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 $3.37T 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) 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

EP Wealth Advisors's UTL Position: Q2 2026 in Review

EP Wealth Advisors sold out of Unitil (UTL) in Q2 2026, closing a stake of 4,606 shares — an estimated $241K sold.

EP Wealth Advisors first reported a position in UTL in Q4 2025 and held it in 2 quarters. The position peaked at $241K in Q1 2026. 243 funds tracked by Wall St. Rank hold UTL as of Q2 2026.

EP Wealth Advisors reported no remaining Unitil position as of Q2 2026 after selling out during the quarter.
EP Wealth Advisors sold 4,606 Unitil shares in Q2 2026, an estimated $241K.
EP Wealth Advisors first reported a position in Unitil in Q4 2025 and held it in 2 quarters.
EP Wealth Advisors's Unitil position peaked at $241K in Q1 2026.
243 funds tracked by Wall St. Rank held Unitil as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.