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
2026 Q3	$1.62K	Sell	32 -7	-18%	-$374	﹤0.01%	2085
2026 Q2	$2.06K	Buy	+39	New	+$2.02K	﹤0.01%	1473
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

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Fortitude Family Office's UTL Position: Q3 2026 in Review

Fortitude Family Office reduced its Unitil (UTL) stake by 18% in Q3 2026, selling an estimated $374 and leaving 32 shares worth $1.62K. The position accounts for ﹤0.01% of the portfolio, ranked #2085.

Fortitude Family Office first reported a position in UTL in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.21K in Q3 2024. 17 funds tracked by Wall St. Rank hold UTL as of Q3 2026.

Fortitude Family Office held 32 shares of Unitil worth $1.62K as of Q3 2026.
Fortitude Family Office sold 7 Unitil shares in Q3 2026, an estimated $374.
Unitil made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #2085 holding.
Fortitude Family Office first reported a position in Unitil in Q4 2023 and has held it in 10 quarters since.
Fortitude Family Office's Unitil position peaked at $5.21K in Q3 2024.
17 funds tracked by Wall St. Rank held Unitil as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.