LFG
UTL icon

Larson Financial Group’s Unitil UTL Stock Holding History

Larson Financial Group’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 		$31.1K Hold
594
– – ﹤0.01% 1611
2025
Q4 		$28.8K Buy
+594
New +$28.9K ﹤0.01% 1513
2025
Q3 		– Sell
-78
Closed -$4.07K – 3650
2025
Q2 		$4.07K Buy
78
+66
+550% +$3.66K ﹤0.01% 2159
2025
Q1 		$692 Buy
12
+10
+500% +$550 ﹤0.01% 2488
2024
Q4 		$108 Sell
2
-170
-99% -$9.86K ﹤0.01% 2586
2024
Q3 		$10.4K Buy
172
+170
+8,500% +$9.92K ﹤0.01% 1466
2024
Q2 		$104 Buy
+2
New +$103 ﹤0.01% 2236

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VCM
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Wellington Management Group
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FCM
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Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
VPM
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JP Morgan Chase
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return