EverSource Wealth Advisors’s Unitil UTL Stock Holding History

EverSource 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 Q1	$23.1K	Buy	442 +53	+14%	+$2.71K	﹤0.01%	2416
2025 Q4	$18.8K	Buy	389 +55	+16%	+$2.68K	﹤0.01%	2427
2025 Q3	$16K	Sell	334 -121	-27%	-$5.91K	﹤0.01%	2521
2025 Q2	$23.7K	Buy	455 +390	+600%	+$21.6K	﹤0.01%	2169
2025 Q1	$3.75K	Buy	65 +1	+2%	+$55	﹤0.01%	2637
2024 Q4	$3.47K	Buy	64 +53	+482%	+$3.07K	﹤0.01%	2501
2024 Q3	$666	Hold	11	–	–	﹤0.01%	2804
2024 Q2	$674	Buy	+11	New	+$565	﹤0.01%	2817
2023 Q1	–	Sell	-47	Closed	-$2.41K	–	2540
2022 Q4	$2.41K	Buy	+47	New	+$2.39K	﹤0.01%	1858

Other funds holding UTL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return