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 Q2	$21K	Sell	399 -335	-46%	-$17.4K	﹤0.01%	3928
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 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

Farther Finance Advisors's UTL Position: Q2 2026 in Review

Farther Finance Advisors reduced its Unitil (UTL) stake by 46% in Q2 2026, selling an estimated $17.4K and leaving 399 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #3928.

Farther Finance Advisors first reported a position in UTL in Q4 2022 and has held it in 15 quarters since. The position peaked at $38.8K in Q1 2026. 243 funds tracked by Wall St. Rank hold UTL as of Q2 2026.

Farther Finance Advisors held 399 shares of Unitil worth $21K as of Q2 2026.
Farther Finance Advisors sold 335 Unitil shares in Q2 2026, an estimated $17.4K.
Unitil made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3928 holding.
Farther Finance Advisors first reported a position in Unitil in Q4 2022 and has held it in 15 quarters since.
Farther Finance Advisors's Unitil position peaked at $38.8K in Q1 2026.
243 funds tracked by Wall St. Rank held Unitil as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.