Flagship Harbor Advisors’s Unitil UTL Stock Holding History

Flagship Harbor 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	-991	Closed	-$48K	–	2124
2025 Q4	$48K	Buy	+991	New	+$48.2K	﹤0.01%	1076
2022 Q3	–	Sell	-3,551	Closed	-$209K	–	623
2022 Q2	$209K	Buy	+3,551	New	+$192K	0.02%	552
2020 Q4	–	Sell	-3,357	Closed	-$129K	–	1709
2020 Q3	$129K	Buy	3,357 +30	+0.9%	+$1.26K	0.02%	577
2020 Q2	$149K	Buy	3,327 +25	+0.8%	+$1.22K	0.02%	532
2020 Q1	$173K	Buy	3,302 +21	+0.6%	+$1.24K	0.03%	421
2019 Q4	$203K	Buy	3,281 +21	+0.6%	+$1.3K	0.04%	435
2019 Q3	$206K	Buy	3,260 +19	+0.6%	+$1.14K	0.04%	409
2019 Q2	$194K	Buy	3,241 +21	+0.7%	+$1.19K	0.04%	402
2019 Q1	$174K	Hold	3,220	–	–	0.04%	437
2018 Q4	$163K	Hold	3,220	–	–	0.04%	402
2018 Q3	$160K	Hold	3,220	–	–	0.03%	473
2018 Q2	$164K	Buy	+3,220	New	+$155K	0.03%	453

Other funds holding UTL

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Flagship Harbor Advisors's UTL Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of Unitil (UTL) in Q1 2026, closing a stake of 991 shares — an estimated $48K sold.

Flagship Harbor Advisors first reported a position in UTL in Q2 2018 and held it in 12 quarters. The position peaked at $209K in Q2 2022. 238 funds tracked by Wall St. Rank hold UTL as of Q1 2026.

Flagship Harbor Advisors reported no remaining Unitil position as of Q1 2026 after selling out during the quarter.
Flagship Harbor Advisors sold 991 Unitil shares in Q1 2026, an estimated $48K.
Flagship Harbor Advisors first reported a position in Unitil in Q2 2018 and held it in 12 quarters.
Flagship Harbor Advisors's Unitil position peaked at $209K in Q2 2022.
238 funds tracked by Wall St. Rank held Unitil as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.