HM Payson & Co’s Unitil UTL Stock Holding History

HM Payson & Co’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	$7.48K	Hold	142	–	–	﹤0.01%	950
2026 Q1	$7.42K	Hold	142	–	–	﹤0.01%	938
2025 Q4	$6.88K	Hold	142	–	–	﹤0.01%	951
2025 Q3	$6.8K	Hold	142	–	–	﹤0.01%	928
2025 Q2	$7.41K	Hold	142	–	–	﹤0.01%	860
2025 Q1	$8.19K	Hold	142	–	–	﹤0.01%	875
2024 Q4	$7.7K	Hold	142	–	–	﹤0.01%	861
2024 Q3	$8.6K	Hold	142	–	–	﹤0.01%	851
2024 Q2	$7.36K	Hold	142	–	–	﹤0.01%	865
2024 Q1	$7.43K	Hold	142	–	–	﹤0.01%	848
2023 Q4	$7.46K	Hold	142	–	–	﹤0.01%	836
2023 Q3	$6.07K	Hold	142	–	–	﹤0.01%	865
2023 Q2	$7.2K	Hold	142	–	–	﹤0.01%	832
2023 Q1	$8.1K	Hold	142	–	–	﹤0.01%	816
2022 Q4	$7.29K	Hold	142	–	–	﹤0.01%	774
2022 Q3	$7K	Hold	142	–	–	﹤0.01%	827
2022 Q2	$8K	Hold	142	–	–	﹤0.01%	849
2022 Q1	$7K	Hold	142	–	–	﹤0.01%	875
2021 Q4	$7K	Hold	142	–	–	﹤0.01%	911
2021 Q3	$6K	Hold	142	–	–	﹤0.01%	891
2021 Q2	$8K	Hold	142	–	–	﹤0.01%	846
2021 Q1	$6K	Hold	142	–	–	﹤0.01%	929
2020 Q4	$6K	Hold	142	–	–	﹤0.01%	919
2020 Q3	$5K	Hold	142	–	–	﹤0.01%	895
2020 Q2	$6K	Hold	142	–	–	﹤0.01%	787
2020 Q1	$7K	Hold	142	–	–	﹤0.01%	779
2019 Q4	$9K	Hold	142	–	–	﹤0.01%	818
2019 Q3	$9K	Buy	+142	New	+$8.51K	﹤0.01%	827

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 $3.37T AUM 44.26% 1-Year Est. Return

FCM

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

HM Payson & Co's UTL Position: Q2 2026 in Review

HM Payson & Co held its Unitil (UTL) position steady in Q2 2026 at 142 shares worth $7.48K. The position accounts for ﹤0.01% of the portfolio, ranked #950.

HM Payson & Co first reported a position in UTL in Q3 2019 and has held it in 28 quarters since. The position peaked at $9K in Q4 2019. 245 funds tracked by Wall St. Rank hold UTL as of Q2 2026.

HM Payson & Co held 142 shares of Unitil worth $7.48K as of Q2 2026.
HM Payson & Co left its Unitil share count unchanged in Q2 2026.
Unitil made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #950 holding.
HM Payson & Co first reported a position in Unitil in Q3 2019 and has held it in 28 quarters since.
HM Payson & Co's Unitil position peaked at $9K in Q4 2019.
245 funds tracked by Wall St. Rank held Unitil as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.