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Essential Partners’s Unitil UTL Stock Holding History

Essential Partners’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 		$9.43K Buy
179
+126
+238% +$6.54K ﹤0.01% 1239
2026
Q1 		$2.77K Buy
53
+8
+18% +$410 ﹤0.01% 1859
2025
Q4 		$2.18K Buy
45
+30
+200% +$1.46K ﹤0.01% 1771
2025
Q3 		$718 Buy
15
+13
+650% +$635 ﹤0.01% 2114
2025
Q2 		$104 Buy
+2
New +$111 ﹤0.01% 2059

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

Essential Partners's UTL Position: Q2 2026 in Review

Essential Partners increased its Unitil (UTL) stake by 238% in Q2 2026, buying an estimated $6.54K and bringing the position to 179 shares worth $9.43K. The position accounts for ﹤0.01% of the portfolio, ranked #1239.

Essential Partners 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.

  • Essential Partners held 179 shares of Unitil worth $9.43K as of Q2 2026.
  • Essential Partners bought 126 Unitil shares in Q2 2026, an estimated $6.54K.
  • Unitil made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1239 holding.
  • Essential Partners 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 Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.