Harbour Investments’s Gabelli Utility Trust GUT Stock Holding History

Harbour Investments’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	$2.95K	Buy	447 +103	+30%	+$642	﹤0.01%	3894
2026 Q1	$2.08K	Hold	344	–	–	﹤0.01%	3898
2025 Q4	$2.07K	Hold	344	–	–	﹤0.01%	3293
2025 Q3	$2.09K	Hold	344	–	–	﹤0.01%	3257
2025 Q2	$2K	Hold	344	–	–	﹤0.01%	3133
2025 Q1	$1.84K	Hold	344	–	–	﹤0.01%	3105
2024 Q4	$1.73K	Buy	344 +80	+30%	+$415	﹤0.01%	3049
2024 Q3	$1.37K	Sell	264 -7	-3%	-$40	﹤0.01%	3025
2024 Q2	$1.56K	Buy	+271	New	+$1.54K	﹤0.01%	2883
2024 Q1	–	Sell	-590	Closed	-$3.12K	–	3261
2023 Q4	$3.12K	Sell	590 -546	-48%	-$3.07K	﹤0.01%	2571
2023 Q3	$5.87K	Buy	1,136 +26	+2%	+$172	﹤0.01%	2219
2023 Q2	$7.34K	Buy	1,110 +24	+2%	+$162	﹤0.01%	2163
2023 Q1	$7.56K	Buy	+1,086	New	+$7.7K	﹤0.01%	2132
2022 Q4	–	Sell	-127	Closed	-$1K	–	3045
2022 Q3	$1K	Hold	127	–	–	﹤0.01%	2583
2022 Q2	$1K	Buy	+127	New	+$871	﹤0.01%	2583
2021 Q4	$1K	Hold	127	–	–	﹤0.01%	2511
2021 Q3	$1K	Hold	127	–	–	﹤0.01%	3516
2021 Q2	$1K	Hold	127	–	–	﹤0.01%	3564
2021 Q1	$1K	Buy	+127	New	+$963	﹤0.01%	3395

Other funds holding GUT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PGWA

Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Harbour Investments's GUT Position: Q2 2026 in Review

Harbour Investments increased its Gabelli Utility Trust (GUT) stake by 30% in Q2 2026, buying an estimated $642 and bringing the position to 447 shares worth $2.95K. The position accounts for ﹤0.01% of the portfolio, ranked #3894.

Harbour Investments first reported a position in GUT in Q1 2021 and has held it in 19 quarters since. The position peaked at $7.56K in Q1 2023. 98 funds tracked by Wall St. Rank hold GUT as of Q2 2026.

Harbour Investments held 447 shares of Gabelli Utility Trust worth $2.95K as of Q2 2026.
Harbour Investments bought 103 Gabelli Utility Trust shares in Q2 2026, an estimated $642.
Gabelli Utility Trust made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #3894 holding.
Harbour Investments first reported a position in Gabelli Utility Trust in Q1 2021 and has held it in 19 quarters since.
Harbour Investments's Gabelli Utility Trust position peaked at $7.56K in Q1 2023.
98 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.