Inspire Investing’s Unitil UTL Stock Holding History

Inspire Investing’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	$679K	Buy	12,889 +3,027	+31%	+$157K	0.03%	738
2026 Q1	$515K	Buy	9,862 +164	+2%	+$8.4K	0.03%	645
2025 Q4	$470K	Buy	9,698 +232	+2%	+$11.3K	0.04%	417
2025 Q3	$453K	Buy	9,466 +1,825	+24%	+$89.1K	0.04%	617
2025 Q2	$398K	Buy	7,641 +1,606	+27%	+$89K	0.04%	337
2025 Q1	$348K	Sell	6,035 -1,431	-19%	-$78.7K	0.04%	355
2024 Q4	$405K	Sell	7,466 -4,508	-38%	-$261K	0.05%	391
2024 Q3	$725K	Buy	+11,974	New	+$699K	0.07%	284

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

Inspire Investing's UTL Position: Q2 2026 in Review

Inspire Investing increased its Unitil (UTL) stake by 31% in Q2 2026, buying an estimated $157K and bringing the position to 12,889 shares worth $679K. The position accounts for 0.03% of the portfolio, ranked #738.

Inspire Investing first reported a position in UTL in Q3 2024 and has held it in 8 quarters since. The position peaked at $725K in Q3 2024. 243 funds tracked by Wall St. Rank hold UTL as of Q2 2026.

Inspire Investing held 12,889 shares of Unitil worth $679K as of Q2 2026.
Inspire Investing bought 3,027 Unitil shares in Q2 2026, an estimated $157K.
Unitil made up 0.03% of Inspire Investing's portfolio in Q2 2026, its #738 holding.
Inspire Investing first reported a position in Unitil in Q3 2024 and has held it in 8 quarters since.
Inspire Investing's Unitil position peaked at $725K in Q3 2024.
243 funds tracked by Wall St. Rank held Unitil as of Q2 2026.

Based on Inspire Investing's 13F filing for Q2 2026, filed 12 Aug 2026.