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Gilpin Wealth Management’s Unitil UTL Stock Holding History

Gilpin Wealth Management’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 		$305 Sell
6
-1
-14% -$53 ﹤0.01% 1002
2026
Q2 		$369 Buy
7
+5
+250% +$259 ﹤0.01% 769
2026
Q1 		$105 Hold
2
– – ﹤0.01% 947
2025
Q4 		$97 Buy
+2
New +$97 ﹤0.01% 839

Other funds holding UTL

GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
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
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Gilpin Wealth Management's UTL Position: Q3 2026 in Review

Gilpin Wealth Management reduced its Unitil (UTL) stake by 14% in Q3 2026, selling an estimated $53 and leaving 6 shares worth $305. The position accounts for ﹤0.01% of the portfolio, ranked #1002.

Gilpin Wealth Management first reported a position in UTL in Q4 2025 and has held it in 4 quarters since. The position peaked at $369 in Q2 2026. 7 funds tracked by Wall St. Rank hold UTL as of Q3 2026.

  • Gilpin Wealth Management held 6 shares of Unitil worth $305 as of Q3 2026.
  • Gilpin Wealth Management sold 1 Unitil share in Q3 2026, an estimated $53.
  • Unitil made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #1002 holding.
  • Gilpin Wealth Management first reported a position in Unitil in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Unitil position peaked at $369 in Q2 2026.
  • 7 funds tracked by Wall St. Rank held Unitil as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.