Harbour Investments’s Unitil UTL Stock Holding History

Harbour Investments’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	$38.9K	Buy	738 +5	+0.7%	+$259	﹤0.01%	2536
2026 Q1	$38.3K	Buy	733 +533	+267%	+$27.3K	﹤0.01%	2485
2025 Q4	$9.69K	Sell	200 -36	-15%	-$1.75K	﹤0.01%	2765
2025 Q3	$11.3K	Hold	236	–	–	﹤0.01%	2624
2025 Q2	$12.3K	Hold	236	–	–	﹤0.01%	2462
2025 Q1	$13.6K	Hold	236	–	–	﹤0.01%	2366
2024 Q4	$12.8K	Hold	236	–	–	﹤0.01%	2325
2024 Q3	$14.3K	Hold	236	–	–	﹤0.01%	2211
2024 Q2	$12.2K	Buy	236 +36	+18%	+$1.85K	﹤0.01%	2168
2024 Q1	$10.5K	Hold	200	–	–	﹤0.01%	2206
2023 Q4	$10.5K	Hold	200	–	–	﹤0.01%	2125
2023 Q3	$8.54K	Hold	200	–	–	﹤0.01%	2093
2023 Q2	$10.1K	Hold	200	–	–	﹤0.01%	2022
2023 Q1	$11.4K	Hold	200	–	–	﹤0.01%	1957
2022 Q4	$10.3K	Hold	200	–	–	﹤0.01%	1940
2022 Q3	$12K	Hold	200	–	–	﹤0.01%	1871
2022 Q2	$12K	Buy	+200	New	+$10.8K	﹤0.01%	1871
2021 Q4	$9K	Sell	200 -1,176	-85%	-$51K	﹤0.01%	1993
2021 Q3	$59K	Buy	1,376 +1	+0.1%	+$50	﹤0.01%	1676
2021 Q2	$73K	Buy	1,375 +245	+22%	+$13.2K	﹤0.01%	1577
2021 Q1	$52K	Buy	+1,130	New	+$49.4K	﹤0.01%	1689

Other funds holding UTL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Harbour Investments's UTL Position: Q2 2026 in Review

Harbour Investments increased its Unitil (UTL) stake by 0.68% in Q2 2026, buying an estimated $259 and bringing the position to 738 shares worth $38.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2536.

Harbour Investments first reported a position in UTL in Q1 2021 and has held it in 21 quarters since. The position peaked at $73K in Q2 2021. 245 funds tracked by Wall St. Rank hold UTL as of Q2 2026.

Harbour Investments held 738 shares of Unitil worth $38.9K as of Q2 2026.
Harbour Investments bought 5 Unitil shares in Q2 2026, an estimated $259.
Unitil made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #2536 holding.
Harbour Investments first reported a position in Unitil in Q1 2021 and has held it in 21 quarters since.
Harbour Investments's Unitil position peaked at $73K in Q2 2021.
245 funds tracked by Wall St. Rank held Unitil as of Q2 2026.

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