FFO
UTL icon

Fortitude Family Office’s Unitil UTL Stock Holding History

Fortitude Family Office’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
Q4 		– Sell
-3
Closed -$144 – 2135
2025
Q3 		$144 Sell
3
-83
-97% -$4.05K ﹤0.01% 1938
2025
Q2 		$4.49K Hold
86
– – ﹤0.01% 823
2025
Q1 		$4.96K Hold
86
– – ﹤0.01% 729
2024
Q4 		$4.66K Hold
86
– – ﹤0.01% 863
2024
Q3 		$5.21K Hold
86
– – ﹤0.01% 779
2024
Q2 		$4.45K Hold
86
– – ﹤0.01% 635
2024
Q1 		$4.5K Hold
86
– – ﹤0.01% 653
2023
Q4 		$4.52K Buy
+86
New +$4.16K ﹤0.01% 699

Other funds holding UTL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return