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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
Q3 		$11K Buy
216
+37
+21% +$1.98K 0.01% 1153
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

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

Essential Partners's UTL Position: Q3 2026 in Review

Essential Partners increased its Unitil (UTL) stake by 21% in Q3 2026, buying an estimated $1.98K and bringing the position to 216 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #1153.

Essential Partners first reported a position in UTL in Q2 2025 and has held it in 6 quarters since. 17 funds tracked by Wall St. Rank hold UTL as of Q3 2026.

  • Essential Partners held 216 shares of Unitil worth $11K as of Q3 2026.
  • Essential Partners bought 37 Unitil shares in Q3 2026, an estimated $1.98K.
  • Unitil made up 0.01% of Essential Partners's portfolio in Q3 2026, its #1153 holding.
  • Essential Partners first reported a position in Unitil in Q2 2025 and has held it in 6 quarters since.
  • 17 funds tracked by Wall St. Rank held Unitil as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.