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Financial Network Wealth Advisors’s Unitil UTL Stock Holding History

Financial Network 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 		– Sell
-16
Closed -$775 – 902
2025
Q4 		$775 Hold
16
– – ﹤0.01% 818
2025
Q3 		$766 Hold
16
– – ﹤0.01% 822
2025
Q2 		$834 Hold
16
– – ﹤0.01% 798
2025
Q1 		$923 Buy
+16
New +$880 ﹤0.01% 722

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

Financial Network Wealth Advisors's UTL Position: Q1 2026 in Review

Financial Network Wealth Advisors sold out of Unitil (UTL) in Q1 2026, closing a stake of 16 shares — an estimated $775 sold.

Financial Network Wealth Advisors first reported a position in UTL in Q1 2025 and held it in 4 quarters. The position peaked at $923 in Q1 2025. 238 funds tracked by Wall St. Rank hold UTL as of Q1 2026.

  • Financial Network Wealth Advisors reported no remaining Unitil position as of Q1 2026 after selling out during the quarter.
  • Financial Network Wealth Advisors sold 16 Unitil shares in Q1 2026, an estimated $775.
  • Financial Network Wealth Advisors first reported a position in Unitil in Q1 2025 and held it in 4 quarters.
  • Financial Network Wealth Advisors's Unitil position peaked at $923 in Q1 2025.
  • 238 funds tracked by Wall St. Rank held Unitil as of Q1 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.