HighTower Advisors
UTL icon

HighTower Advisors’s Unitil UTL Stock Holding History

HighTower Advisors’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
Q1 		$673K Buy
12,883
+1,039
+9% +$53.2K ﹤0.01% 2475
2025
Q4 		$574K Sell
11,844
-55
-0.5% -$2.68K ﹤0.01% 2506
2025
Q3 		$569K Buy
11,899
+3,356
+39% +$164K ﹤0.01% 2510
2025
Q2 		$445K Sell
8,543
-2,203
-21% -$122K ﹤0.01% 2621
2025
Q1 		$620K Sell
10,746
-8,269
-43% -$455K ﹤0.01% 2296
2024
Q4 		$1.03M Sell
19,015
-6,270
-25% -$364K ﹤0.01% 1940
2024
Q3 		$1.54M Sell
25,285
-3,123
-11% -$182K ﹤0.01% 1668
2024
Q2 		$1.48M Sell
28,408
-530
-2% -$27.2K ﹤0.01% 1619
2024
Q1 		$1.52M Sell
28,938
-4,336
-13% -$218K ﹤0.01% 1570
2023
Q4 		$1.76M Buy
33,274
+24,682
+287% +$1.19M ﹤0.01% 1514
2023
Q3 		$369K Sell
8,592
-1,901
-18% -$93.1K ﹤0.01% 2440
2023
Q2 		$543K Sell
10,493
-312
-3% -$17.3K ﹤0.01% 2151
2023
Q1 		$631K Buy
10,805
+77
+0.7% +$4.11K ﹤0.01% 1955
2022
Q4 		$558K Buy
+10,728
New +$546K ﹤0.01% 2061
2022
Q3 		– Sell
-4,375
Closed -$261K – 3415
2022
Q2 		$261K Sell
4,375
-365
-8% -$19.7K ﹤0.01% 2453
2022
Q1 		$233K Buy
+4,740
New +$232K ﹤0.01% 2712
2016
Q3 		– Sell
-4,893
Closed -$208K – 1959
2016
Q2 		$208K Sell
4,893
-25
-0.5% -$1.02K ﹤0.01% 1478
2016
Q1 		$208K Buy
+4,918
New +$192K ﹤0.01% 1793

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FCM
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VPM
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return