FFA
UTL icon

Farther Finance Advisors’s Unitil UTL Stock Holding History

Farther Finance 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 		$38.8K Buy
734
+435
+145% +$22.3K ﹤0.01% 3183
2025
Q4 		$14.5K Buy
299
+166
+125% +$8.08K ﹤0.01% 3652
2025
Q3 		$6.37K Buy
133
+104
+359% +$5.08K ﹤0.01% 3663
2025
Q2 		$1.51K Buy
29
+4
+16% +$222 ﹤0.01% 3789
2025
Q1 		$1.46K Hold
25
– – ﹤0.01% 3498
2024
Q4 		$1.35K Sell
25
-5
-17% -$290 ﹤0.01% 3149
2024
Q3 		$1.82K Hold
30
– – ﹤0.01% 3029
2024
Q2 		$1.56K Buy
30
+8
+36% +$411 ﹤0.01% 2892
2024
Q1 		$1.14K Buy
22
+10
+83% +$504 ﹤0.01% 2720
2023
Q4 		$631 Hold
12
– – ﹤0.01% 2894
2023
Q3 		$513 Hold
12
– – ﹤0.01% 2262
2023
Q2 		$609 Hold
12
– – ﹤0.01% 2100
2023
Q1 		$684 Hold
12
– – ﹤0.01% 1929
2022
Q4 		$616 Buy
+12
New +$611 ﹤0.01% 1791

Other funds holding UTL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
FCM
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
VPM
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