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 Q2	$17.9K	Sell	340 -102	-23%	-$5.29K	﹤0.01%	2518
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 $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

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

EverSource Wealth Advisors reduced its Unitil (UTL) stake by 23% in Q2 2026, selling an estimated $5.29K and leaving 340 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2518.

EverSource Wealth Advisors first reported a position in UTL in Q4 2022 and has held it in 10 quarters since. The position peaked at $23.7K in Q2 2025. 243 funds tracked by Wall St. Rank hold UTL as of Q2 2026.

EverSource Wealth Advisors held 340 shares of Unitil worth $17.9K as of Q2 2026.
EverSource Wealth Advisors sold 102 Unitil shares in Q2 2026, an estimated $5.29K.
Unitil made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2518 holding.
EverSource Wealth Advisors first reported a position in Unitil in Q4 2022 and has held it in 10 quarters since.
EverSource Wealth Advisors's Unitil position peaked at $23.7K in Q2 2025.
243 funds tracked by Wall St. Rank held Unitil as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.