GI
UTL icon

GAMMA Investing’s Unitil UTL Stock Holding History

GAMMA Investing’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
Q2 		$198K Sell
3,759
-1,487
-28% -$77.1K 0.01% 1278
2026
Q1 		$274K Buy
5,246
+3,431
+189% +$176K 0.01% 902
2025
Q4 		$87.9K Buy
1,815
+877
+93% +$42.7K ﹤0.01% 1675
2025
Q3 		$44.9K Sell
938
-361
-28% -$17.6K ﹤0.01% 2060
2025
Q2 		$67.7K Buy
1,299
+412
+46% +$22.8K ﹤0.01% 1710
2025
Q1 		$51.2K Buy
887
+193
+28% +$10.6K ﹤0.01% 1773
2024
Q4 		$37.6K Buy
694
+10
+1% +$580 ﹤0.01% 1881
2024
Q3 		$41.4K Buy
684
+123
+22% +$7.18K ﹤0.01% 1634
2024
Q2 		$29.1K Buy
561
+177
+46% +$9.1K ﹤0.01% 1604
2024
Q1 		$20.1K Buy
384
+76
+25% +$3.83K ﹤0.01% 1650
2023
Q4 		$14.6K Buy
+308
New +$14.9K ﹤0.01% 1690

Other funds holding UTL

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
PSB
Piscataqua Savings Bank Portsmouth, New Hampshire $148M AUM 32.61% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return