InceptionR’s Unitil UTL Stock Holding History

InceptionR’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	–	Sell	-4,072	Closed	-$213K	–	930
2026 Q1	$213K	Buy	+4,072	New	+$209K	0.05%	569
2025 Q3	–	Sell	-7,536	Closed	-$393K	–	952
2025 Q2	$393K	Buy	+7,536	New	+$418K	0.09%	375

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

InceptionR's UTL Position: Q2 2026 in Review

InceptionR sold out of Unitil (UTL) in Q2 2026, closing a stake of 4,072 shares — an estimated $213K sold.

InceptionR first reported a position in UTL in Q2 2025 and held it in 2 quarters. The position peaked at $393K in Q2 2025. 243 funds tracked by Wall St. Rank hold UTL as of Q2 2026.

InceptionR reported no remaining Unitil position as of Q2 2026 after selling out during the quarter.
InceptionR sold 4,072 Unitil shares in Q2 2026, an estimated $213K.
InceptionR first reported a position in Unitil in Q2 2025 and held it in 2 quarters.
InceptionR's Unitil position peaked at $393K in Q2 2025.
243 funds tracked by Wall St. Rank held Unitil as of Q2 2026.

Based on InceptionR's 13F filing for Q2 2026, filed 11 Aug 2026.