Financial Consulate’s Unitil UTL Stock Holding History

Financial Consulate’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	$102	Buy	+2	New	+$107	﹤0.01%	1814

Other funds holding UTL

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Wernau Asset Management Gloucester, Massachusetts $217M AUM 20.13% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

New Hampshire Trust Concord, New Hampshire $532M AUM 17.57% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Financial Consulate's UTL Position: Q3 2026 in Review

Financial Consulate opened a new position in Unitil (UTL) in Q3 2026: 2 shares worth $102. The stake represents ﹤0.01% of the portfolio and ranks #1814 among its holdings.

42 funds tracked by Wall St. Rank hold UTL as of Q3 2026.

Financial Consulate held 2 shares of Unitil worth $102 as of Q3 2026.
Unitil was a new Financial Consulate position in Q3 2026.
Unitil made up ﹤0.01% of Financial Consulate's portfolio in Q3 2026, its #1814 holding.
42 funds tracked by Wall St. Rank held Unitil as of Q3 2026.

Based on Financial Consulate's 13F filing for Q3 2026, filed 23 Oct 2026.