Horizon Investments’s Unitil UTL Stock Holding History

Horizon 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	$825K	Buy	15,654 +15,650	+391,250%	+$812K	0.01%	805
2026 Q1	$209	Buy	+4	New	+$205	﹤0.01%	1404

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

Horizon Investments's UTL Position: Q2 2026 in Review

Horizon Investments increased its Unitil (UTL) stake by 391,250% in Q2 2026, buying an estimated $812K and bringing the position to 15,654 shares worth $825K. The position accounts for 0.01% of the portfolio, ranked #805.

Horizon Investments first reported a position in UTL in Q1 2026 and has held it in 2 quarters since. 245 funds tracked by Wall St. Rank hold UTL as of Q2 2026.

Horizon Investments held 15,654 shares of Unitil worth $825K as of Q2 2026.
Horizon Investments bought 15,650 Unitil shares in Q2 2026, an estimated $812K.
Unitil made up 0.01% of Horizon Investments's portfolio in Q2 2026, its #805 holding.
Horizon Investments first reported a position in Unitil in Q1 2026 and has held it in 2 quarters since.
245 funds tracked by Wall St. Rank held Unitil as of Q2 2026.

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