Focus Partners Wealth
GUT icon

Focus Partners Wealth’s Gabelli Utility Trust GUT Stock Holding History

Focus Partners Wealth’s Portfolio GUT Stock Details GUT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$116K Sell
17,654
-10,649
-38% -$66.3K ﹤0.01% 2603
2026
Q1 		$171K Buy
28,303
+10,649
+60% +$64.4K ﹤0.01% 2443
2025
Q4 		$106K Buy
+17,654
New +$106K ﹤0.01% 2542

Other funds holding GUT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PGWA
Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Focus Partners Wealth's GUT Position: Q2 2026 in Review

Focus Partners Wealth reduced its Gabelli Utility Trust (GUT) stake by 38% in Q2 2026, selling an estimated $66.3K and leaving 17,654 shares worth $116K. The position accounts for ﹤0.01% of the portfolio, ranked #2603.

Focus Partners Wealth first reported a position in GUT in Q4 2025 and has held it in 3 quarters since. The position peaked at $171K in Q1 2026. 99 funds tracked by Wall St. Rank hold GUT as of Q2 2026.

  • Focus Partners Wealth held 17,654 shares of Gabelli Utility Trust worth $116K as of Q2 2026.
  • Focus Partners Wealth sold 10,649 Gabelli Utility Trust shares in Q2 2026, an estimated $66.3K.
  • Gabelli Utility Trust made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2603 holding.
  • Focus Partners Wealth first reported a position in Gabelli Utility Trust in Q4 2025 and has held it in 3 quarters since.
  • Focus Partners Wealth's Gabelli Utility Trust position peaked at $171K in Q1 2026.
  • 99 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.