First Horizon Advisors’s Unitil UTL Stock Holding History

First Horizon 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
2025 Q2	–	Sell	-144	Closed	-$8.31K	–	2509
2025 Q1	$8.31K	Buy	144 +9	+7%	+$495	﹤0.01%	1671
2024 Q4	$7.32K	Buy	135 +7	+5%	+$406	﹤0.01%	1707
2024 Q3	$7.75K	Hold	128	–	–	﹤0.01%	1690
2024 Q2	$6.63K	Hold	128	–	–	﹤0.01%	1680
2024 Q1	$6.7K	Hold	128	–	–	﹤0.01%	1734
2023 Q4	$6.73K	Hold	128	–	–	﹤0.01%	1720
2023 Q3	$5.47K	Hold	128	–	–	﹤0.01%	1730
2023 Q2	$6.49K	Hold	128	–	–	﹤0.01%	1710
2023 Q1	$7.3K	Hold	128	–	–	﹤0.01%	1683
2022 Q4	$6.57K	Sell	128 -31	-19%	-$1.58K	﹤0.01%	1711
2022 Q3	$7K	Buy	+159	New	+$8.6K	﹤0.01%	1665
2022 Q1	–	Sell	-542	Closed	-$24K	–	2286
2021 Q4	$24K	Hold	542	–	–	﹤0.01%	1210
2021 Q3	$23K	Hold	542	–	–	﹤0.01%	1240
2021 Q2	$28K	Buy	542 +52	+11%	+$2.8K	﹤0.01%	997
2021 Q1	$22K	Hold	490	–	–	﹤0.01%	1048
2020 Q4	$21K	Hold	490	–	–	﹤0.01%	886
2020 Q3	$18K	Buy	490 +100	+26%	+$4.2K	﹤0.01%	852
2020 Q2	$17K	Hold	390	–	–	﹤0.01%	858
2020 Q1	$20K	Hold	390	–	–	﹤0.01%	733
2019 Q4	$24K	Hold	390	–	–	﹤0.01%	804
2019 Q3	$24K	Hold	390	–	–	﹤0.01%	789
2019 Q2	$23K	Hold	390	–	–	﹤0.01%	829
2019 Q1	$21K	Hold	390	–	–	﹤0.01%	825
2018 Q4	$19K	Buy	390 +140	+56%	+$6.97K	﹤0.01%	817
2018 Q3	$12K	Hold	250	–	–	﹤0.01%	1043
2018 Q2	$12K	Buy	+250	New	+$12K	﹤0.01%	1064

Other funds holding UTL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

First Horizon Advisors's UTL Position: Q2 2025 in Review

First Horizon Advisors sold out of Unitil (UTL) in Q2 2025, closing a stake of 144 shares — an estimated $8.31K sold.

First Horizon Advisors first reported a position in UTL in Q2 2018 and held it in 26 quarters. The position peaked at $28K in Q2 2021. 220 funds tracked by Wall St. Rank hold UTL as of Q2 2025.

First Horizon Advisors reported no remaining Unitil position as of Q2 2025 after selling out during the quarter.
First Horizon Advisors sold 144 Unitil shares in Q2 2025, an estimated $8.31K.
First Horizon Advisors first reported a position in Unitil in Q2 2018 and held it in 26 quarters.
First Horizon Advisors's Unitil position peaked at $28K in Q2 2021.
220 funds tracked by Wall St. Rank held Unitil as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.